This option can be accessed in the ADMIN menu and is the third option on the frequently used group
When opened this form will present the user with a number of options which allow the user to select which template to use for specific documents, similar documents use the same template perhaps with simple name changes to the report titles.
Report Layout
This tab is used to configure the settings for the layouts for the reports in this tab that will be used. Your options here will change depending on your system setup.
Report Options
This tab has the setting for each report that you will use mainly on the system
Sales
Invoice
Credit Note
D&V Invoice
Proforma Invoice
Reserve Storage Invoice
This tab will also allow you to manage the Payments, When you first set the Payments the button will be Accept Payments.
When you click on the Accept Payments, this will show the following message (this message will show each time you click on payments).
You click OK to this message and it will open the Vision Live. You will need to use your user login which is the same as what you use for VSL.
Stripe
Lloyds
Once you have set up the Payments you can close the Vision Live, you would see the following message: and the button will change to Manage Payment.
Email Banner - A banner to use at the top of outbound emails, where a company logo can be loaded for example. This should be a png image and recommended size is around 600 x 77 pixels.
Purchases
Purchase Order
Delivery Notes
Customer Reports
Reserve Stock
Reserve Stock Value
This is what you select what is shown on the report and what font the report will use.
This is also able to select what will be on the reports when you email or print the report off.