How to create my estimate estimate template?


acclux comes with a set of well designed estimates template, moreover, you can create your own custom estiamte template with simple steps.

To create a custom estimate template:

1. Log in to your acclux accounting account.
2. Go to Settings section, then go to the Document Template.
3.Go the Estimations Templates tab, Click on Add new template.

4.Select the template to start your design with, then click Next.
5. Click Save .
6. Your custom templates will be added to your sets of estimations templates

Once you've successfully saved your template, you can start using it by make it your default estimate template.
1. Select on your custom document template
2. Click on Set as default button.

Note: Your current default template is surrounded by a blue border

And that's how you create your custom estimate /quote invoice template.

 

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