Client Printable

Through this feature, you can create documents related to clients and set them as templates for later use. This is made possible by utilizing Placeholders, which save you the hassle of filling out individual details for each client.

Furthermore, this feature enhances communication with your clients. After creating a document, you can send it via email, print it, and also convert it into a PDF format.

1. Creating a new Printable Template for Client

  1. Click on “Templates” from the main menu.
  2. Click on “Printable Templates”.
  3. Click on the “Clients” card.
  4. Press the “Add Template” button.
  5. Start designing the template using formatting tools and placeholders such as: client code, client’s business name, client’s mobile, client’s photo, etc.
  6. Click the “Preview” button to review the template’s appearance.
  7. Click the “Save” button.

2. Displaying the Printable Templates in the Client File

  1. Click on “Clients” from the main menu.
  2. Click on “Manage Clients”.
  3. Click on the desired client’s file.
  4. Click the “Voucher” button.
  5. Select the desired template name from the list.
  6. The system will display the client’s voucher with a set of actions:
    • Print: Directly print the client’s voucher.
    • PDF: Download a copy of the voucher in PDF format.
    • Send Email: Send the voucher to the client via email.
      • Note: Ensure the client’s email is added in the client’s data. For more details, check the guide on “Adding a Client”.