Customize Document Formats and Logos

There are many document templates available, such as invoices and quotations, allowing you to select the one that best suits your needs and preferences. These templates offer a range of templates and styles, allowing you to find the perfect fit for your business or personal needs.

To get started, navigate to the main menu and click on Configurations > Configurations. 

Click on the Customization tab to access the customization options. Once in the Customize your logos, document templates, displayed list columns and texts, when you find the document you wish to customize, click on the magnifying glass icon next to it to open the detailed customization view. This will enable you to tailor the document to your specific needs, ensuring that it aligns perfectly with your intended use.

You can add the following data:

• Background of login screen;
• General logo - 300px x 100px (System docs);
• Logo menu [195px x 92px];
• Bottom of the invoice logo.

Among the models, you can find the following:

• Invoices template;
• Delivery forms template;
• Purchase orders template;
• Purchase receptions template;
• Statement template;
• Emails template;
• Default work order template;
• Cheques model.

If you click on the magnifying glass, for example, in the Invoices template, several options will be available to you. Select the template that suits you best and click Save.

Customize the Branches

You can change your logo in the following section: Configurations > Configurations.

Click on the Branches tab and select the branch you want to make changes.

Click on the Logo tab, choose a file, then click on Save and Close.

It will now appear in the top left corner and on your official documents such as estimates and invoices.

Personalize Invoices for a Single Client 

You can personalize a client's invoice by adding a note or comment that will appear on all invoices for that client.

To do this, click on Clients > Clients and select the client for whom you wish to include the comment.

Then click on the Terms tab. Scroll down the page and you'll see a space called Term written on invoices where you can add any comments you wish. Then click on Save.