Guide Categories
Footers
Customize footers that appear on invoices, reports, and other documents.
Overview
Footers in Accounter allow you to add consistent information at the bottom of your business documents, including legal disclaimers, contact information, and custom messages.
These footers ensure professional presentation and help maintain compliance with legal requirements by automatically including important information on all relevant documents.
Footer Types
Accounter supports different types of footers for various document categories:
- Invoice footers - Payment terms, legal disclaimers, and contact information
- Report footers - Company details, report generation date, and confidentiality notices
- Statement footers - Account information, dispute procedures, and legal notices
- Quote footers - Validity periods, terms and conditions, and contact details
- Purchase order footers - Delivery instructions and vendor terms
- Receipt footers - Return policies and contact information
Creating Footers
To create and configure footers:
- Navigate to Settings → Footers
- Click New Footer to create a footer
- Enter a descriptive name for the footer
- Enter your footer text content
- Format the footer content using available styling options
- Assign the footer to specific document types
- Preview the footer to ensure proper formatting
- Save and test the footer on actual documents
Note
You can use variables in your footers to automatically insert dynamic information like company name, date, or document number.
Footer Configuration Options
When setting up footers, you can configure:
| Option | Description |
|---|---|
| Footer Name | Descriptive name for easy identification |
| Content | The actual text and formatting of the footer |
| Document Types | Which document types will use this footer |
| Positioning | Left, center, or right alignment |
| Font Size | Size of the footer text |
| Variables | Dynamic content placeholders |
Footer Content Ideas
Consider including the following information in your footers:
- Company registration information - Registration numbers, licenses
- Tax numbers and certifications - VAT numbers, tax ID, certifications
- Payment terms and conditions - Due dates, late fees, payment methods
- Contact information - Phone, email, address, website
- Legal disclaimers - Liability limitations, confidentiality notices
- Banking details - Account numbers, routing codes for payments
- Return policies - Procedures for returns or disputes
- Social media links - Professional social media accounts
Pro Tip
Include required legal information such as company registration numbers and tax identifiers in your footers to ensure compliance with local regulations.
Using Variables
Footers support dynamic variables that automatically populate with current information:
Common Variables:
{{company_name}}- Your company name{{current_date}}- Current date{{document_number}}- Document reference number{{page_number}}- Current page number{{total_pages}}- Total number of pages
Best Practices
- Keep footers concise and relevant - Include only essential information
- Ensure legal compliance - Include all required legal information for your jurisdiction
- Use consistent formatting - Maintain the same style across all document types
- Test footers on different document types - Ensure proper display on all formats
- Regular updates - Keep contact information and legal details current
- Consider document length - Adjust footer size based on document content
- Use professional language - Maintain formal, business-appropriate tone
- Include accessibility information - Contact methods for customers with disabilities
Footer Management
Once created, you can manage your footers through the following actions:
- Edit - Modify footer content, formatting, or assignments
- Duplicate - Create copies of footers for similar document types
- Preview - See how footers will appear on actual documents
- Activate/Deactivate - Enable or disable footers without deleting them
- Delete - Remove footers that are no longer needed
- Export/Import - Share footer configurations between systems
Warning
Always preview footers after making changes to ensure they display correctly on all assigned document types.