In this article we will cover how to customize your documents with your logo, terms, and contract.
Section 1: Adding Your Logo
Section 2: Document Intro, Terms, and Contract
Section 3: Text Formatting
Section 4: Advanced Formatting
Note: Each document type (Estimate, Work Order, Change Order, Invoice, Receipt) each have their own seperate Intro, Terms, and Contract so be sure to select each document type on the right hand side of the screen to make sure each have the correct information. Always be sure to save your changes before switching document types or leaving the page.
Adding Your Logo
1.) Go to Settings>Company Info.
2.) Select Browse and find your image.
3.) Once finished, select Update at the bottom to upload your image.
Document Intro, Terms, and Contract
Text can be displayed before the line items by using the Intro field on the Document Template page. Terms will display after your line items at the bottom of the document and Contract will display below the terms.
1.) Go to Settings>Document Templates.
2.) Select a tab on the bottom half of the page and enter your text.
Text can be formatted using the Markdown syntax. Below is a cheatsheet for using it.
Paragraphs are very easy; separate them with a blank line. You can writeyour paragraph on one long line, or you can wrap the lines yourself ifyou prefer.
This section was marked up like so:
Paragraphs are very easy; separate them with a blank line. You can write your paragraph on one long line, or you can wrap the lines yourself if you prefer. This section was marked up like so:
Bold and Italics
It's very easy to add emphasis with bold and italics:
It's **very** easy to do **bold** and *italics*:
You can also use underscores if you prefer:
It's __very__ easy to do __bold__ and _italics_:
Create simple links by wrapping square brackets around the link text andround brackets around the URL:
If you want to give your readers an extra about the link that they'reabout to follow you can set a link title:
[Nesta CMS](http://effectif.com/nesta "Nesta is a superb CMS")
Titles usually appear as a tooltip when you hover over the link, andhelp search engines work out what a page is about.
Start each line with hyphen or an asterisk, followed by a space. Listitems can be nested. This text:
* Bullet 1 * Bullet 2 * Bullet 2a * Bullet 2b * Bullet 3
...produces this list:
- Bullet 1
- Bullet 2
- Bullet 2a
- Bullet 2b
- Bullet 3
Start each line with number and a period, then a space. This text…
1. Baked potato 2. Baked beans 3. Pepper
...produces this list:
- Baked potato
- Baked beans
If you need to cite a paragraph of somebody else's work you really oughtto attribute it to them properly by using HTML's
<blockquote/> tag.You can produce it with Markdown by adding a single '>' character atthe beginning of the line.
> One thing was certain, that the white kitten had had nothing > to do with it -- it was the black kitten's fault entirely. For > the white kitten had been having its face washed by the old cat, > for the last quarter of an hour (and bearing it pretty well, > considering) so you see that it couldn't have had any hand in > the mischief. <cite>Lewis Carroll, Through the Looking > Glass</cite>
One thing was certain, that the white kitten had had nothingto do with it -- it was the black kitten's fault entirely. Forthe white kitten had been having its face washed by the old cat,for the last quarter of an hour (and bearing it pretty well,considering) so you see that it couldn't have had any hand inthe mischief. -- Lewis Carroll, Through the LookingGlass