Company Details – A & B

Two identities

Select either A or B to enter two different business addresses for use on quotes, orders, invoices etc. This feature is especially useful if you have two different companies or trading names

When selecting a document to share from the orders list the template name with the suffix A uses company details A, and templates with the suffix B use the company details B

After changing any of the details make sure you click the save button at the bottom of the page

Top section details

Code

This is set by us when your instance (aka webspace) is created

Company Name

Enter company A or company B’s name

Email & Email Alt

For reference only. OCAT Will use your user email address to send you messages / notifications

Other details

Enter as appropriate. We will have pre-filled this for you when we set you up

Bottom Section

Logo URL

Link to the location where you logo is kept. The logo is displayed at the top of invoices and quotes etc. OCAT Doesn’t resize it so it’s important to use an image with relevant dimensions

Pay Now URL

This is only available if you use WorldPay. This will be deprecated when we implement other payment methods

Note

Enter some text that you want to be displayed on the bottom of your invoices. Simple HTML tags can be used here to format this text (see below)

Remarks

Enter some text that you want to be displayed on the bottom of your quotes. Simple HTML tags can be used here to format this text (see below)

Save Button

The save button will appear if you have made any changes

You must save before clicking the close button and before switching between company A & B

 

Notes & Remarks – Html Formatting Tags

Invoices, quotes & orders use templates that are designed in HTML & use Bootstrap 4 for styles. This means you can use some simple Html formatting in the two text boxes

E.g

To display any text in bold type, surround the text with the <strong></strong> formatting tags:-

<strong>Terms & Conditions</strong>

Putting the tab <br> will insert a line break and display the text after it on a new line:-

Some Text<br>Some text on a new line<br>Some text on another new line

 

If you don’t have any experience in using HTML formatting tags, and find this a bit confusing, please contact us and we’ll do it for you 🙂