In this article you will find information on how to update your company info, add default notes and add your bank details to your invoices. When you will have access to Trip Manager start by updating these tabs to make your workflow smoother.

Make sure to update information on the following pages:

  • Add your company details, logo and website link under the Company tab:
  • Update the default notes on quotes and emails under Company - Settings - Trips, in Trip Manager. When you update the default notes your workflow in Trip Manager will be faster and more efficient:
  • Update your payment information under Invoice/Expense tab. The provided bank details will be listed by default on your invoices. 

Have a look at Start working with Trip Manager (part 2) to find out over settings that you can create on your account.


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