Main Settings

Company settings


Click on the 'Settings' menu then 'Company settings'





Then, enter your company information:




Make sure to upload your logo, it will be displayed on your Invoices, Purchases Orders and other documents:




Enter your company default settings:  Tax model, Number format...




Save




PDF Settings


Your PDF Settings will affect how your documents look once you generate a PDF.  Go the menu 'Settings' > 'PDF Settings':





Select your Display settings:





You can also customize the name of your Documents: Estimates, Sales orders and Invoices. For example, you can rename 'Estimate' by 'Quote' if this more common for your business:







Save




To learn more about erplain's Settings, including Taxes and Currency, go to Settings.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.