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      How to set Default Invoice/Report Template Settings?

      If you have administrator rights in Amberlo you can easily to set default Invoice template or Report template settings:

      1. How to set Invoice template settings?

      1. Go to the General Settings and click Bills in the left-hand menu.
      2. Click the tab INVOICES.
      3. Mark/unmark selected checkboxes.
      4. Click the button Save to save your changes:

      Report Template Settings1

       

      2. How to set default Report Template settings?

      1. Mark/unmark selected checkboxes.
      2. Click the button Save to save your changes:

      Report Template Settings2

      Report Template Settings3

      Note: Be sure you selected a proper company (or branch) if you have more than one company (or branch).

      For more information on how to set other Invoices settings, click here.

       

      We hope this will help you to start using it smoothly. If you have any questions or feedback, please feel free to contact us via support@amberlo.io. We are always happy to hear from you!