How to add a salutation on a letter
The correct salutation on a letter is among one of the most important things in order to give a document a personal touch. Do I choose “Dear Mr. John Doe“ or rather “Hello John“? You can make this choice by using your own template and, this way, creating your very personal invoice.
This is how it works:
1. Personalized salutations on invoices
The probably simplest way is to use the field reserved for the salutation in the customer file. You can address it thanks to the place holder [Client.salutation]. Either you fill in “Mr./Mrs.“ or “Dear Mr./Mrs“ or you directly fill in the entire greeting. With the latter option there won't be any misunderstandings, given that no other place holders will be needed for the salutation.
2. User-defined attributes
The second option has to do with the user-defined attributes. This is probably the cleanest way, because the field for the salutation won't be used in any complicated way, but will remain empty for its actual purpose. This option rather enables you to create a new user-defined attribute. Where can it be done? Under “Settings > User-defined attributes > Customer attributes > New customer attribute“. You can take „salutation“ as name or description. When selecting the type, it is recommended to choose text or multiline text, depending on how long the salutation should be. Once the default value has been filled out, it will always be used, as long as nothing else is entered. Be careful with it!
By clicking on the save button, you should write down the place holder for this attribute, in case you want to insert it into your personal template right away. But even before a salutation appears on the invoice, the attribute needs to be filled out. This is how it works: Under contacts, select the customer who should get a personal salutation and click on “Edit“. Under the tab “Customer attributes“ you will find a text field with the title „Salutation“ where you can insert your very own salutation.