Overview:

If you need to update your company details on your Sales Invoice Template, follow these steps. First, navigate to the Setup (Zumzum) tab and select Document Templates, choosing “All” in the list view to display all available templates. Locate and click on the Document Template you wish to modify. In the template view, click on the Company Address field to access the Company Address record. Select “Edit” to update the record details as needed, and click “Save” to apply your changes. This process allows you to ensure that your Sales Invoice Template reflects the most current company information.

You may wish to change or update your company details on your Sales Invoice Template.  To do this, you would need to find the Sales Invoice Template that you wish to modify so that you may edit the “Company Address” information.

Update Your Company Details On A Sales Invoice Document

1. Go to the Setup (Zumzum) tab
2. Select Document Templates and select “All” in the list view to view all Document Templates .
3. Click the Document Template Name of the template you wish to update.
4. When viewing the Document Template, click on the value in the Company Address field.
5. When viewing the Company Address record, select edit to change the record details.
6. Once you have made the changes you require, click Save.

Updating your company details on a Sales Invoice Template involves accessing the Document Templates section in Zumzum Financials. By navigating to the Setup (Zumzum) tab, selecting “All” under Document Templates, and editing the Company Address field in the chosen template, you can ensure that your Sales Invoice reflects the most current company information. For additional guidance on managing and customising document templates, refer to the resources available in Zumzum Financials. Learn more about document templates in Zumzum Financials.