Getting Started with New Multiple Template Set along with different logo


Surf Accounts facilitate the ability to design multiple Invoice, Credit Note, Sales Order and Quote Templates for various business needs. You can define up to three sets of templates and select any one of the set as default template. While defining  Customer / Supplier, simply select one of the template set from the drop down option to use it  for all print outs of the customer/ supplier. While printing or mailing documents you can choose any other template set on the fly.
 With new template layout options you can have:
  •  Three separate template themes with completely different layout and logo.
  •  You can use any one of the templates at any point of time from printing.
  •  You can choose to use any one of the template set as default and select not to use any other template set (temporarily) too.


Start up Guide



Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk