Orders, invoices and estimates can be customized to suite your needs by following these steps:
- On the web app, select SALES MODULE ADMIN from the main menu.
- From the top menu select WEB AND PDF TEMPLATES
- Next, select the document you would like to customize by choosing one of the ORDERS, INVOICES, ESTIMATES tabs. On the menu bar, update the subject and body fields, font size, style, alignment, etc. for the email an Customize the tags as needed. When the desired format has been completed, hit SAVE.