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 🙂