Stationery and forms

Stationery defines the format and content of printed documents in Smile. When you select the stationery to use for a document, Smile enters the required information into the document and displays it in the specified format.

Stationery can have different formats and content to suit different situations. Stationery can include graphical elements such as backgrounds and company logos. For example, an organisation that owns several companies may have a different layout for each company's receipts. Alternatively, a company may have different content on an initial invoice and a reminder invoice.

The account package defines the default stationery available to each given account type. You can view or change stationery at an account level or at an individual account level from the account's Branding page.

Stationery is used for documents such as:
  • invoices
  • quotes
  • receipts
  • statements
  • reminders and disconnection notices

The fields available to a stationery document are controlled by the document type assigned to the item. You can only assign one document type to a stationery document. For more information, see Document types.

A stationery document is constructed from information provided by a number of elements. Not all elements are required to create a stationery document. The elements used in stationery include:
  • Page setup—specifies the document page size and orientation, output format and stationery filename.
  • Page group—specifies a group that consists of page layouts and tables. A stationery document can have multiples page groups.
  • Page layouts—specify the overall layout of a page, including the location of static fields, logos and background images. Multiple pages can be configured for one stationery document with different layouts on different pages.
  • Tables—specify the configuration of data, including field selection, column headings, sorting, summaries and calculations. For example, the table on an invoice can list individual invoice items, tax amounts, subtotals, and a total amount due.
  • Styles—specify the look of text, including font properties, spacing and borders.
Attention: The following stationery topics are based on configuring stationery documents with a postscript (PS or PDF) output type. When configuring MS Excel documents there are some differences to be aware of. Not all stationery properties apply or are visible when configuring a MS Excel page output type. For more information, see MS Excel formatted stationery.

Figure: Main stationery property page

Screenshot showing the main stationery property page.