Send your customers documents which give them an immediate impression of your business. Customising them is an effective way to promote your brand and make a lasting impression. Add your logo and association logos for impact. 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
• Document Preferences.

The image below shows where to go to change each item.

For more information about the settings in each area.

• Read our article Customising sales documents.

• Products and Services
• Send your first invoice
• Working with logos