In this article you will find information on how to update your company info, add default notes, add your bank details to your invoices, add your terms and conditions, enable DocuSign, and choose your default quote style. When you have access to Trip Manager start by updating these tabs to make your workflow smoother.
Updating Company Information
Add your company details, logo and website link under the Company tab:
Update the default notes on quotes and emails under Company → Settings → Trips, in Trip Manager. When you update the default notes your workflow in Trip Manager will be faster and more efficient:
Update your payment information under Invoice/Expense tab. The provided bank details will be listed by default on your invoices.
You can add your Terms and Conditions that will be sent out with your quotes and a contract that you can send with the invoice. You have the option to send these documents with all quotes automatically or just add them when you send your quote.