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:

  • Business 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.
  • Address will usually contain your address, phone number, email address, and so forth. It might also contain a business dentifier, such as a tax identification number, banking number, or other type of information.

Notes
If you included information in the separate Business identifier field of older versions of Manager, that content was not discarded, even though the separate field no longer exists. The information was appended in the Address field and appears on transaction forms in the same location.

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 closely spaced entry. The address information shown on the left appears on transaction forms as at the right:

Get Involved
Subscribe to Updates

Subscribe to our newsletter and get exclusive product updates you won't find anywhere else straight to your inbox.

Manager is rated 5 out of 5 by 46 reviewers
© 2019 — Based in Sydney, Australia but providing goodness globally