Step-by-step guide

  1. Go to Company Information
  2. Enter the key information as below:
TabCompany Information
General

Setup the company information below for showing on the document

  1. Name . Name 2 - the English name for the company
  2. Chinese Name . Chinese Name 2 - the Chinese name for the company
  3. Picture - attach the image file for company logo.  The logo to be show on header when "Print Logo" is selected when print the document
  4. Document Footer - the text to be showing on document footer

5. Fill up other information such as Address, Address 2 and Phone No, etc

Communication

Contact Information such as phone no, Email etc

Payments

Choose “Allow Blank Payment Info.” for allow create sales invoice without filling setup fields in Company Information

Shipping

(Optional) Set up for the default ship-to address for the company

Company Badge

(Optional) User can setup company badge for showing on system, sample setup as below: