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)
- Quote
- Proforma
- Invoice
- Sales Order
- Purchase Order
- Packing Slip
- Receipt (note this template is in the root level of the templates folder)
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.
Terms & Conditions
Add terms and conditions to the Terms section of the preferences. Please refer to the Terms Section. Setting up Terms
Post your comment on this topic.