7
You can customize which information you would like to capture on your document templates through the Advanced Template Settings.
Accessing Advanced Template Settings
-
Click the cog icon
in the upper right corner of the screen. -
Select Company Settings from the list.
-
Click on Advanced Template Settings.
-
You will be presented with an Edit button for different document types, including Invoices, Statements, Credit Notes, and For File Only documents.
Editing a Template
-
Click Edit next to the document type you want to customize.
-
Select which fields you would like to capture on the template. You can enable or disable options such as Invoice Number, Purchase Order Number, VAT, Total, etc.
-
Please note that most of these preselected fields will be required by your Accounts Package and deselecting these may cause your Uploads to Fail
-
Save your changes to apply the new settings.
