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Company Settings & Templates

Last Update 4 years ago

How do I change main company settings, like company name or uploading a logo? How do I change the position of the company logo and information on the letterhead? Editing Templates

Editing Templates

How do I edit footers, bank details, email signature, default email messages and other templates on Invoices, Quotes, Statements and other documents?

Keldon

Last Update 4 years ago

  1. Click on Admin and then on Templates as shown.
  2. The General tab will open by default. Here you can edit Extra Customer Info Field on Financial Docs as well as Company Signature and Banking Details.
  3. When clicking the Invoices tab you can edit Custom Fields on Invoices as well as the Invoice Email Body and the Invoice Footer.
  4. The other tabs provide similar templates that can be changed for other document types.
  5. Remember to click on Save Changes before moving on to a different tab!

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