Introduction

This guide explains how to create, edit, and manage document footers in TRAEDE.
Footers can be customized per country, customer group, or individual customers, allowing you to tailor information on invoices, order confirmations, and other documents.

Open the document settings

1. Go to Settings.

2. Click Documents.

3. Select the document type where you want to add or update a footer—for example: Invoice.

Create a new footer

1. Scroll to the bottom of the document settings page to the Footers section.

2. Click New footer.

3. Enter a footer name.

4. Click Save.

5. Select your newly created footer from the list.

6. Add your footer text in the Footer content box.

   • Example: “Thank you for your business.”

Assign the footer with rules

After creating the footer, you must assign it using rules:

1. Click Add new rule.

2. A new rule will appear at the bottom of the page.

3. Select your footer in the rule.

4. Choose the conditions for when this footer should be used:

   • Customer type (e.g., B2B, B2C)

   • Country (e.g., Australia)

   • Specific customer (optional)

5. Click Save.

This allows you to create different footers per region, market segment, or customer.

Customize multiple footer rules

You can create as many footers and rules as needed. Examples:

• One footer for all B2B customers

• One footer for all Australian customers

• One footer for a specific key account

• One footer for B2C orders only

TRAEDE will automatically apply the correct footer based on the rules you configure.