All Collections
Sales Documents
Sales documents including invoices, receipts and quotes
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