Ritzy One • User Manual
Everything Ritzy prints — invoices, vouchers, quotations, bills of lading, statements and every report — now shares one look: your logo and company details at the top, the same blue colour scheme, boxed customer details and a clear total. This guide shows what that looks like, where each part comes from, and how to adjust it.
A customer who receives your invoice, a receipt for their payment and their monthly statement should feel they all came from the same company. So every printed page in Ritzy is built the same way:
| # | Description | Qty | Rate | Amount |
|---|---|---|---|---|
| 1 | Ocean freight | 2 | 1,500.00 | 3,000.00 |
| 2 | Terminal handling | 2 | 250.00 | 500.00 |
| Subtotal | 3,500.00 | |||
| Tax | 175.00 | |||
| Total | USD 3,675.00 | |||
Nothing in the letterhead is typed into the templates. Every printed page reads it from your company record, so a change there shows on everything you print from then on.
| On the page | Where to set it |
|---|---|
| Company name, address | Tools → Preferences → System Settings |
| VAT registration number | Same screen. Printed as VAT Reg. No; left off when blank. |
| Logo | Same screen, Company Logo card → Change Logo |
If you work with more than one company, each prints with its own details and logo — switching company switches the letterhead.
These are the documents that leave the building, so they carry the full letterhead, the boxed customer details and the total band. Each one prints from a Report Template you can adjust (§7). The template name is shown so you can find it under Tools → Preferences → Report Templates.
| Area | Documents | Customer box |
|---|---|---|
| Cargo | Invoice, Cash Memo, Credit Note, Debit Note; Quotation; Cargo Arrival Notice, Delivery Order, Proof of Delivery, Pre-Alert, Manifest | Bill To / To / Quotation For |
| Accounts | Invoice, Cash Memo, Credit Note, Debit Note, Purchase; Receipt, Payment and Contra vouchers | Bill To / Supplier / Received From / Paid To |
| Warehousing, Inland Transport, Shipchandling | Invoices, job sheets, supply orders, goods receipt & release notes | Bill To / Customer |
| Marine | Proforma & Final Disbursement Accounts, invoice | Principal, with the vessel, port and purpose beside it |
| Real Estate | Rent invoice, receipt, credit note; the tenant’s rent bill; the inspection condition report | Tenant, with the premises beside it |
| Quotation & Purchase Order | The letter-style print (Print) | A boxed To panel under the logo |
The Quotation and Purchase Order Generate button still uses your own Word template — its look is whatever you designed in Word. Only the quick Print preview follows the house style.
Master and House Bills of Lading and Air Waybills follow the standard trade layout — the numbered boxes carriers and banks expect — so their grid does not change. They now print in the same blue as everything else, with your logo and company name in the title box above HOUSE BILL OF LADING (or MASTER…, …AIR WAYBILL). The carrier printed beneath comes from the job.
A statement is posted to the customer, so it now prints as a document rather than a report. Open Statement of Account (or the Outstanding / Ageing statement), click into a customer, then Print. You get:
The summary list of all customers still prints as a report (§6) — it is for your own use, not for posting.
Every report’s Print uses the same letterhead and table style, kept a little more compact so a long ledger doesn’t run to extra pages. The report’s name sits where a document’s title would, and the card beside it shows the account or subject and the period.
| Date | Type | Vch # | Narration | Debit | Credit | Balance |
|---|---|---|---|---|---|---|
| September 2026 | ||||||
| 01/09/2026 | RV | 88 | Receipt — Blue Ocean | 3,675.00 | 3,675.00 | |
| 04/09/2026 | PV | 41 | Office rent | 1,200.00 | 2,475.00 | |
| Total | 3,675.00 | 1,200.00 | 2,475.00 | |||
This covers every report in the Reports menu — ledgers, ageing, job and cost reports, tax reports and the rest — and the ones that lay out their own page: Trial Balance, Balance Sheet, Profit & Loss, Expense Analysis, GL Exceptions, the Pivot analysis and both Bank Reconciliation prints. In the Trial Balance, Balance Sheet and P&L, top-level groups are shaded with a blue edge and the grand total prints in the band.
Each document type has at least one template under Tools → Preferences → Report Templates. Ritzy treats two kinds differently when the look is updated:
| Your template is… | What happens |
|---|---|
| The standard one, untouched | It is updated to the new look automatically, the next time that document type is opened in Report Templates or printed. Nothing to do. |
| One you edited and saved | Left exactly as you made it. Ritzy never overwrites your changes. |
| Standard, but you added others beside it | Also left alone — with more than one template, Ritzy assumes you are managing them yourself. |
| Built in Design mode | Always prints in the current look, using your Design settings (§8) — no need to re-save it. |
Any template — invoices, vouchers, shipping notices, bills of lading, Marine, Payroll, Real Estate and the rest — can be put back to the standard layout:
Invoices, cash memos, credit and debit notes and Accounts vouchers have a Design panel, so you can tailor the print without touching HTML. Everything you design comes out in the house layout; these settings adjust it:
| Setting | Effect |
|---|---|
| Accent | The colour of headings, the table heading row and the total band. Leave it on the default blue to match everything else; pick your brand colour if you prefer — the whole document follows it. |
| Font size, Page margin | Body text size and the white space around the page. |
| Header align | Left (logo left, title right) or Center (logo, company and title stacked in the middle). |
| Document title, Company name, Company address, VAT number | Show or hide each part of the letterhead. |
| Custom document title | Print, say, Commercial Invoice instead of Tax Invoice. Leave blank for the standard title. |
| Logo… / Use Company Logo | Leave the logo empty and the template uses your company logo automatically. Upload a different image here only if this document needs its own — for example a division’s logo. Use Company Logo copies today’s logo into the template, so a later change in System Settings will not reach it; clear it again to follow the company logo. |
| Parties, columns, totals, footer | Which boxes, columns and total lines appear, column headings and widths, and the signature captions and footer note. |
Check it is set under System Settings → Company Logo, then sign out and back in. If one document type still has no logo, its template may have its own (empty) copy — open it in Design mode and clear the logo so it follows the company logo.
Its template has been customised, or you have more than one template for that type. Open it in Report Templates and use Restore standard layout (§7). If only one person sees the old look, ask them to refresh the browser.
Printouts show exactly what is in System Settings — fill in the company name there.
Turn on background graphics in the browser’s print dialog (§9).
Yes, for templates built in Design mode — set the Accent (§8). Reports and the other documents keep the standard blue so that everything you send looks alike.
Fill in the customer’s address in their master record (§5).