NavigateERP for African business

My logo, colours or bank details don't show on documents

Where each piece of the printout comes from, and what to check.

What to do

  1. Logo and colours: set them in Settings โ†’ Branding (and keep "logo on documents" on). In the layout, keep Logo among the Company details fields and tick branding for the colours - or choose your own colours.
  2. Bank and mobile-money details: tick Show on documents on the accounts in Treasury, keep the Bank & payment details section on in the layout, with "List the accountsโ€ฆ" ticked. You can also type extra payment wording there.
  3. Tax PIN, VAT number, address: they come from Settings โ†’ Company.
  4. Footer and social links: set in Settings โ†’ Branding; keep the Footer section on with its options ticked.

Good to know

  • Bank details print on quotations, orders and invoices; mobile-money accounts show the document number as the account number for paybills.