Installing Sales Assistant Templates

!IMPORTANT… When adding or editing any templates, Daylite Sales Assistant requires Daylite to be restarted. Failure to do so will result in Daylite locking up and needing a force quit.

Daylite Sales Assistant requires document templates to generate any working PDFs. At launch, Daylite Sales Assistant comes with 4 template designs:

• Swiss
• Stone
• Business Blue
• Business Red

Before using Daylite Sales Assistant please follow these instructions to select and install the template to use.

From the DMG installer

The DMG Template folder contains the templates. Within each folder there is a PDF example.

Open the templates folder to see the contents:

Downloading from the website

If you do not have the Daylite Sales Assistant installer, the templates can be downloaded from our website:

DSA Templates in A4 and US Letter”

Installing Templates

Open Daylite Preferences

Click in the Report Templates.. and load your templates from the disk.

Load each of the following into Daylite (for your chosen design style)

1. Quote
2. Proforma
3. Invoice
4. Sales Order
5. Purchase Order
6. Packing Slip
7. Receipt (note this template is in the root level of the templates folder)

!For each release of Daylite Sales Assistant the included templates are tested to ensure they still work. From time to time you may be required to download and install updated templates as new functionality is introduced. Note, custom templates (templates you have made or had made for you) may break and may require paid support to ensure they work as new features are introduced.

Banking Details

Banking details need to be entered into the Bank section of the preferences. These are then selectable when generating a document that supports banking details; invoices and pro formas. Quotes do not contain bank account details as payments should not be received on quotes.

See setting up Bank Accounts

Terms & Conditions

Add terms and conditions to the Terms section of the preferences. Please refer to the Terms Section. Setting up Terms

*If you have a payment page on your website, this can be displayed on the invoice if adding the URL to the Location Details Line 4.