If you need to customise your invoices with your logo, address, banking details, ect. these are the steps to follow.
You will need to download them off of our server, edit them using your spreadsheet editor (Excel) and then uploading them again.
In BridgeIT click on the settings Icon
Click 'Setup'
Click Templates
Select the template type
Click on the drop down list and choose the template you would like to edit.
Click 'Download'
Open the document
If you do not get this pop-up, you can open the document from your downloads folder on your computer.
Edit the template
You can add the following:
- Your company logo - replace this temporary logo with your company logo.
- Vat number (if registered).
- Company details - physical address, contact numbers, e-mail address and website address.
- Bank details - Account name, Bank name, account number, Branch code.
- Extra terms and conditions - deposit and cancellation policy.
DO NOT change the grid as there are formulas that export information from NightsBridge to the document.
Save the document
Save the template in a place that is easy to find it.
Make sure that you do not change the name of the document or the extension (i.e. invoice.xls).
Go back to your setup to access templates
Select the template type from the drop down menu
Click on "Choose file" and search for the document that you saved earlier (should be invoice.xls)
It will show this message once successful.
Any new invoice that you generate on BridgeIT now will have the updated text.