How To Update Your Company Details On A Sales Invoice Document

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.

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.