General and PDF Settings

General Settings
1. From the header select the  icon on the top right of your screen.
2. Click on the General Settings icon.
The General Settings tab is the hub for all PDF information.
Add your company details to be able to create documents. After entering the information you will be able to send quotes, invoices, purchase orders and service reports. 

License No field:  The license no fields will only display on PDF documents if a value is entered. If no value is entered the heading License No: will also not be displayed.

Bank Account Details

The bank account details will be displayed on the bottom of you invoices.




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