You can add detail to the header and footer of your documents. These could be your company registration number, quote terms or bank details for Bacs payments.
Below I will explain how to get to the correct place and make any amendments.
- Click on the Settings (cog icon)
- Click on Document Layouts & Logo Settings
- Then select the blue Edit Layout and Logos button
- Initially, you will be on Select Layout, click Next twice and you will arrive at the Header and Footer page
- You will start off on the Quote tab, but there is a tab for every document type.
- Make any amendments here, click Next twice more and then Finish.
All your changes are now saved and the next document you create will feature your new Header and Footer.