How to setup your invoice template


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

Click Settings

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

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