How to setup your invoice template

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This lesson will show you how to select and invoice template and set banking details.

Click Settings

Click Document Templates

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This area allows you to select, edit and create new templates.

Your company details and logo are automatically loaded from your settings

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Hit the next template button to explore the available templates

Click Use this template to activate a template

Set basic template settings in these fields

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Make sure you hit save template settings once you have filled in the fields.

Follow the same steps to setup your Quote and Work Order templates

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For advanced users you can download the word template and fully customise the template

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