My Business

Modified on Tue, 30 May, 2023 at 2:39 PM

General

Here you can manage all your business infromation. This data, including the logo, will appear on water test reports, job sheets, invoices, quotes and email signatures.


IMPORTANT: Please check "Registered for GST" if you are registered for GST. This impacts your tax calcuations.



Brand


Update brand colour

To update the brand colour, you can either

  • Use the sliders and drag the dot to select the colour

  • Enter a Hex code

  • Enter RGBA values

  • Choose one of the default colours


Update email sign-off

To update the email signoff, just use the wysiwyg editor.


Trading terms

You can add as many trading terms as you need to your account. These can be appplied to when you create / edit a customer. New customers will be set to the Default trading term.

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