You can customize which information you would like to capture on your document templates through the Advanced Template Settings.

Accessing Advanced Template Settings

1. Click the cog icon  in the upper right corner of the screen.

2. Select Company Settings from the list.
   

3. Click on Advanced Template Settings.
   

4. 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

1. Click Edit next to the document type you want to customize.
   

2. 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.

3. Please note that most of these preselected fields will be required by your Accounts Package and deselecting these may cause your Uploads to Fail

4. Save your changes to apply the new settings.