Sales Documents
Sales documents including invoices, receipts and quotes
By Luke and 1 other2 authors8 articles
- Sales Document Grid OverviewThis article will go over the basic functionality available from the sales document grid.
- Adding text to the footer of sales documentsIf you want to add a custom footer to a sales documents such as an invoice you are able to do this through the financial settings.
- Print sales documents with a different templateSometimes you may wish to print a sales document with a different template than the one specified in your financial settings
- Add a new sales document message
- Create a sales document message templateYou can set up a new Sales Document Message Template in the “Add / Edit Message Template” window.
- Reset or delete sales document messages
- Schedule a sales document message
- Sales Quotation Expiry DateThis article with go through how to set up a quotation expiry date