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The information entered here is available to merge with documents.

Organization Details

This includes Name, ABN, Address, Telephones.

Disclaimer

A disclaimer can we added for customers/reps to see when finalzing an order. The disclaimer will appear on the finalzie screen as per below example

Online Links & Contacts

Logo URL

Often on your website your logo appears, to use this, in Chrome right click on the logo and choose Copy image URL and then paste it to the Logo URL box.

Other details are Website Address and Email Addresses 

Settings

The following settings can be toggled.

  • Show Sales Graph
  • Automatically process orders when they are accepted
  • No labels