Guides

Enter business details

To customize sales invoices, cash receipts, purchase orders, and other transaction forms, click Business Details in the Settings tab:

Enter information you want to appear on transaction forms:

  • Trading name is the name you operate the business under. This does not necessarily need to be the same as your legal business name. Nor does it need to match the business name used to identify your accounting file in Manager.
  • Contact details will usually contain your address, phone number, email address, and so forth.
  • Business Identifier is normally a tax identification number, but can also be a banking number or other type of information.

Note
The fields will accept HTML code. So you can modify the appearance of your form headers without creating a custom theme.

Example
The simple use of the HTML <br> tag in the Business Identifier field of the illustration above adds a line break to what would otherwise be a single-line entry:

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