Hello To All.
I want to give thanks for this wonderful app… I´m new and I’m just discovering it, but i see a lot of potential…
I was trying to find the Invoice, Quotes, Inventory templates, but I’m not able to active the option on my system…
I already changed all options in ‘‘customize’’ field but i still have no templates showing…
Also, do you know if it would be possible to create templates for this system from the Word/Excel template files i have already done?
No, you cannot create templates from Word or Excel templates.
If you are a new user, you cannot currently customize sales invoices, which were the only forms that formerly could be customized. You had to do this by rewriting the sales invoice template in HTML code. Only pre-existing businesses that already had custom templates preserve the ability to use them. The reason is that a transformation is underway and partly rolled out to incorporate modification of this and other forms as part of the PDF generator, which has just been made internal to Manager.
Watch the forum for announcement of this change, at which time you should be able to modify many, if not all, forms.