Changing what's shown on documents

The documents you send to your customers give them an immediate impression of your business. Customising them is an effective way to promote your brand and to make a lasting impression. Add your logo for impact and association logos to promote trade or community relationships. You can also choose the layout, colour theme, and font to further enhance the look of your documents.

There are two areas that you will work in to customise your documents; Logo & Template Settings and Document Preferences. The image below shows where to go to change each item.

Learn more about Templates and Logo settings