Headline
The “Headline” feature allows you to add a clear title line to a sales or purchase document.
This headline is entered in the document header and then prominently displayed in the report above the line items.
This gives your documents a clear thematic introduction:
“Offer for IT Services in March 2025”
The headline is entered directly in the document header – for example, in a sales quote or order – in the Headline field.
Use Cases
Typical use cases for headlines include:
- Offer subject (e.g., “IT Maintenance Package Q2 2025”)
- Contract description
- Document summary
- Internal or external reference
Report Display
In the printed or generated PDF document, the headline is shown above the line items.
Unlike Microsoft’s standard layouts, it appears clearly visible as a title, directly after the basic data (e.g., customer number, document date).
This positioning helps the recipient quickly understand the purpose of the document.
💡Note: The headline is an optional field – if left empty, nothing will appear in
the report.