Your company details are the foundation of everything you send from CRMit. Get them right once and your name, address, logo and defaults flow through to every invoice, quote and email automatically. Here is how to set them up.
From the CRMit menu on the left, select Settings. This is where all your company defaults live, grouped into sections such as Company, Email and Invoicing.
Open the Company section and fill in the core information:
Add your company logo. This appears on your invoices, quotes and other documents, so use a clear, good-quality image.
Set the defaults that apply to your billing, such as your standard payment terms (for example Net 30) and your default VAT rate. These save you from setting them by hand on every document.
Open the Invoicing and Email sections to choose how your documents and messages look and read by default. This includes things like default wording and the details shown on your invoices.
Click Save to store your changes. Your new company details take effect straight away across CRMit.
Tip: Your logo and company details appear on every invoice and quote, so it is worth getting them looking right before you send your first document.
With your company set up, get comfortable moving around CRMit and make your documents look the part.
Book a quick demo and we will help you get your company details and branding just right.