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Introduction
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Course Overview
- Before You Start
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Locating and Identifying the Templates
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Locating and Identifying the Templates
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Accessing and Saving the Templates
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Accessing and Saving the Templates
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Icons and Functions
- Making the Amendments
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Amending the Bank Account Number
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Amending the Contact Details
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Amending the Font
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Amending the GST Number
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Changing an Image - Account Rendered or Bill
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Changing an Image - Receipt
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Creating a 'But Say' Bill
- After the Amendments
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Linking, Testing and Updating the Templates
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Troubleshooting
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Summary
Amending Templates
This course covers how to make basic changes to Templates for Account Rendered Statements, Bills and Receipts.
In this course you’ll learn how to make basic changes to Account Rendered, Bill, Statement and Receipt Templates:
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- Amend the logo
- Update the Bank Account Number
- Change the font
- Update firm contact details
- Change the GST number
- Create a But Say Bill
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