Customising your KBBConnect Documents

Customising your KBBConnect Documents

Using KBBConnect you can quickly and easily reformat the built-in quotation, invoice and dispatch notes in line with your company standards. Also, you can create your own report templates for both dispatch notes & invoices and create any other template documents you use in your business.

This document will detail changes to the Quotation document. However, all of the features in these pages can also be applied to:
  1. Invoices
  2. Dispatch Notes
  3. External Documents

Changing the Content of your Quotation in KBBConnect

Should you want to hide certain information in some quotes, and keep it in others, it is not always necessary to change the template your documents are designed upon. The KBBConnect Configuration options (to the right of the Quotation screen) allow you to display and hide information, according to your requirements.

The KBBConnect Configuration options (to the right of the Quotation screen) allow you to display and hide information, according to your requirements.



If you wish the configuration options to be used as default then click the Save Configuration button at the top of the menu.

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