Open company preferences
Use Settings → Company Preferences to maintain the active company name, contact details, tax number, business address, footer, terms and payment details.
Format rich company content
The business address, footer, terms and payment details editors support headings, font size, typeface, text styling, text colour and background colour.
Choose document behaviour
Use Document Preference to set separate default templates for invoices, quotes, credit notes and receipts. Configure the initial visibility of discounts, charges, tax, signature, chop and verification QR.
Apply changes carefully
When offered, choose whether new company content applies only to documents created later or also updates templates that already exist. Review the document preview after a company-wide change.
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