How to Set Default Templates for Receipts, Client Invoices, and Payment Vouchers in FalconPro Real Estate Software

How to Set Default Templates for Receipts, Client Invoices, and Payment Vouchers in FalconPro Real Estate Software

Introduction

In FalconPro Real Estate Software, users can configure and set default templates for:
✅ Receipts
✅ Client Invoices
✅ Payment Vouchers

These templates allow businesses to customize financial documents by:

  • Showing or hiding logos, QR codes, VAT numbers, contract details, and signatures.
  • Setting custom notes and headers for different templates.
  • Standardizing templates to avoid manual selection every time.

This guide explains how to set default templates for financial documents in FalconPro.

1. Navigating to Template Setup in FalconPro

To configure default templates for receipts, invoices, and payment vouchers:

Steps to Access Template Setup:

  1. Go to Administration → Master Files.
  2. Click on “Accounts”.
  3. Search for the Document Type (Receipt, Invoice, or Payment Voucher).
  4. Click on the “Print Setup” Option for the Selected Document.
    ✅ Now, you can see all available templates and customize them.

2. Configuring Default Templates for Receipts

Receipts in FalconPro can be customized with:
✅ Logos, QR codes, VAT numbers, contract details
✅ Signatures, stamps, custom notes, and multilingual options

Steps to Set Up a Default Receipt Template:

  1. Go to Master Files → Accounts → Receipt Print Setup.
  2. View the List of Available Templates.
  3. Deactivate Templates You Don’t Want to Appear.
    • If a template is not required, uncheck the “Active” box.
  4. Select the Default Template.
    ✅ Choose only one as the default template.
  5. Customize Printing Options:
    • Show or Hide:
      • Logo
      • Header (e.g., “Tax Receipt” or “Receipt Voucher”)
      • QR Code
      • VAT Details
      • Contract Details (Unit & Contract Number)
    • Set Notes and Footer Text.
    • Select Signature Preferences (Arabic, English, or Both).
  6. Click Save to Apply Changes.
    ✅ Now, this template will be automatically applied whenever a receipt is printed.

3. Configuring Default Templates for Client Invoices

Client invoices can be customized similarly to receipts.

Steps to Set Up a Default Client Invoice Template:

  1. Go to Master Files → Accounts → Client Invoice Print Setup.
  2. View the List of Available Invoice Templates.
  3. Deactivate Unwanted Templates.
  4. Choose One Default Template.
  5. Customize Invoice Options:
    ✅ Show or Hide:

    • Header (Tax Invoice, Service Invoice, etc.)
    • Logo, QR Code, VAT Number
    • Contract and Unit Details
    • Custom Notes and Additional Text
  6. Click Save to Apply the Default Template.
    ✅ This ensures all client invoices follow the selected template format.

4. Configuring Default Templates for Payment Vouchers

Payment vouchers allow users to customize:
✅ Text, signatures, and footer notes
✅ Display settings for QR codes, VAT numbers, and company stamps

Steps to Set Up a Default Payment Voucher Template:

  1. Go to Master Files → Accounts → Payment Voucher Print Setup.
  2. Select the Default Payment Voucher Template.
  3. Customize the Template by Selecting:
    • Header Name (e.g., “Payment Voucher” or “Supplier Payment”)
    • Show or Hide:
      • Logo
      • VAT Details
      • Payment Notes
      • Signature & Stamp Section
  4. Save the Changes.
    ✅ Now, all payment vouchers will use the default template unless changed manually.

5. Best Practices for Managing Default Templates in FalconPro

✅ Deactivate unnecessary templates to simplify selection.
✅ Use consistent branding by enabling logos and VAT numbers on financial documents.
✅ Enable QR codes for receipts and invoices for easier verification.
✅ Customize notes and signatures based on company requirements.
✅ Ensure only one template is set as the default to prevent conflicts.

Conclusion

FalconPro Real Estate Software provides flexible customization options for receipts, invoices, and payment vouchers. By setting default templates, businesses can:
✅ Save time by avoiding manual selection.
✅ Ensure consistent branding and compliance.
✅ Control document appearance based on business needs.

By following these steps, users can easily configure and manage financial document templates in FalconPro.

FAQs

1. What happens if I don’t set a default template?
Users will have to manually select a template each time they print a receipt, invoice, or payment voucher.

2. Can I change the default template later?
Yes, go to Master Files → Accounts, select the document type, and change the default template.

3. How do I remove unwanted templates?
Uncheck the “Active” box next to the template to hide it from the selection list.

4. Can I have different templates for different clients?
Yes, but only one default template can be set. Other templates remain available for manual selection.

5. How do I add my company’s signature to receipts and invoices?
Under Master Files → Signature Settings, add the required text in English, Arabic, or both.

Important Links