Managing Company Details on Invoices and Estimates
In Sliptree, managing your company (seller) details on invoices and estimates is simple and flexible while keeping historical data intact. Here’s how it works:
Editing Company Details on Invoices and Estimates
When working with invoices and estimates in Sliptree, you can easily edit your company details directly from the document screen:
- How to Edit Company Details: Click on the "Company" section when creating or editing an invoice or estimate. Here, you can change your company's name, address, contact information, or tax details.
Controlling Changes to the Company Profile
When editing company details on invoices or estimates, Sliptree provides a toggle to control whether these changes are saved to the company profile:
- When Creating a New Invoice/Estimate: The "Update Company Profile" toggle is on by default. This means any changes made to the company details will automatically be saved to the company profile and applied to future documents.
- When Editing an Existing Invoice/Estimate: The "Update Company Profile" toggle is off by default. This prevents accidental overwriting of the current company profile with outdated data from an older document. You can turn this toggle on if you want the changes to update the company profile.
Updating documents with Latest Company Details
If the company profile has been updated since the invoice or estimate was last saved, Sliptree will display a message on the company panel, along with a button to "Load company details from profile." Clicking this button will update the document with the latest company information from the profile, ensuring it reflects the most current details.
Committing Changes
Remember, changes to the company profile or details on invoices or estimates are only saved when the document is saved. This allows you to review all information before committing any changes.
Summary
Sliptree makes it easy to manage your company details on invoices and estimates. With simple controls to update the company profile or keep changes specific to a document, you can ensure accuracy and consistency while maintaining the integrity of historical records.