Via Settings > Account > Company Profile, you can configure the general information that is included with your quotes and invoices.

For the layout of the quotes and invoices, you have two options:

Use logo only
In this case, you choose to upload only a logo (via the branding tab), which is automatically displayed in the top left corner of invoices. The other details (company address, Chamber of Commerce number, IBAN, etc.) are automatically displayed in the top right corner of the invoices, sourced from Simplicate (from the company profile and in CRM under your own company).

Use stationery
If you want to use stationery, you can decide for yourself which details (logo, company address, Chamber of Commerce number, IBAN, etc.) appear where. In that case, check the ‘Hide address’ option under the branding tab.

If you want to use only a logo on your invoices, upload your logo here. The file must meet the following specifications:

You can choose from the following fonts:

You can choose from the following font sizes:

Check this option if you want to use letterhead / stationery.

Check this option if you do not want quotes and invoices to include a logo or letterhead when printing the PDF. For example, when you are printing on special pre-printed stationery.

In this tab, you can configure whether you want your company logo to be displayed in outgoing emails. Additionally, you can decide where the logo appears in the email and how large the logo should be displayed.

Here you can configure your sales- and quote numbers. Find below an article dedicated to this configuration:

The quote is ultimately a PDF that is sent as an attachment in an email. However, you can define the file name yourself, choosing from the following options:

You can select these options up to three times in a row, allowing you to create a file name such as: o-20180002-simplicate-bv.pdf

Here you can set the number of days that will be used as the default validity period when creating a new quote.

You can always override this setting in the properties of the individual quote.

Click here for more information about invoice numbering >

You can choose from the following options:

User
With this option, the invoice is sent from the employee who is sending the invoice. You can also choose to select a specific user here, in which case the invoice will always be sent from that employee.

Other

With this option, the invoice is sent from the email address and name you enter here, regardless of who sends the invoice. For example, from the administration or finance department.

Do you have your own inbox where you want to receive the invoices, or do you manage your debtor administration in Payt? Just forward all your invoices via BCC!

Click here for more info:

You can work with multiple companies from a single Simplicate environment by creating company profiles. This can be useful, for example, when:

It is possible to link employees to the company profile they should have access to only. You can do this on the employee’s card, via the “User” tab:

The organizations complement each other and can benefit from each other commercially. By housing the companies in a single environment, you have the option to make CRM and sales information visible to all company profiles.

You also have the option to specify per company profile which modules it can use:

Before you can create an additional company profile, you first need to create a CRM relation. You can then convert this relation into a company profile.