What to do
- 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.
- 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 accountsโฆ" ticked. You can also type extra payment wording there.
- Tax PIN, VAT number, address: they come from Settings โ Company.
- 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.