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Documents are a core part of any business, so it is important to have the correct basic details when sending them out.
All of the fields mentioned below will pull through to your standard templates which are held within the Communication Centre.
Getting There
You'll be able to access your basic information in the Company Details tab via the System Settings cog.
Once you're here, click Edit to start making changes.
Company Address Page
The company Address page holds your core business information.
It’s important to type information correctly into the fields, because details such as your address are shown on system documents like invoices and job sheets. This is the information you want to appear on your customer-facing documents.
If you have different contact details for specific purposes, for example, one email address for accounts and another for your helpdesk, you can apply these directly to the template.
Click Edit and Add, then complete the following fields:
Address
Company Reg No
VAT Reg No
Company Email
Bank Details
Add your bank Details
Telephone
When adding your bank details, remember that even though they can be included in the default settings, you may want to adjust the formatting to suit your documents.
For the telephone field, note that spaces are not allowed. If you are copying and pasting a number, remove any spaces before saving.
You can also add your company logo
Click Change and navigate to the logo’s location.
Click Save to complete the changes.
Once uploaded, you will need to go into each template to confirm the logo is applied.