General Settings

Before setting up any Quotes you should ensure the settings in General Settings and Quote Settings are correct.

From the main menu go to Tools > Settings and select the General tab (see highlighted below).

• Header, Footer and Terms and Conditions

These can be automatically added to the Quote.

• Tax Name and Rate

This is the name of your local tax (e.g. GST or VAT) and the rate to apply. This will be added to all Quotes.

• Contact Information

Clicking on Contact Information allows your company information to be added or edited (see below).

• Email Information

Clicking on Email Information allows email information to be added or edited (see below).

• Company Logo

See Company Logo.