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Setting Custom Salutations

Totals will use the default salutation when printing a document. However, you can change the salutation for individual clients.

To set a special salutation for a client/supplier

  1. Choose Clients from the left source list.
  2. Select a client/supplier from the clients/suppliers list.
  3. Select the Custom tab.
  4. Activate the checkbox Override default salutation in the Salutation section.
    The text field under the checkbox will be enabled now.
  5. Enter a salutation into the text field. You can also drag the blue placeholder tokens First name, Last name, Company, Title which will be replaced when placing the salutation to a document.
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