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 Settings

Click Document Templates

Click Document Templates

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

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

Your company details and logo are automatically loaded from your settings

Your company details and logo are automatically loaded from your settings

Hit the next template button to explore the available templates

Hit the next template button to explore the available templates

Click Use this template to activate a template

Click Use this template to activate a template

Set basic template settings in these fields

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

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

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