This lesson will show you how to select and invoice template and set banking details.
Click Document Templates
This area allows you to select, edit and create new templates.
Your company details and logo are automatically loaded from your settings
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
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
For advanced users you can download the word template and fully customise the template