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How to create clients templates?
- Click on “Templates” from the main menu column on the right side.
- Click on “Printable Templates”.
- Click on “Clients”
- Click on “Add Template”.
- Design the template with the help of the design tools and the placeholders.
- Click on “Preview” to preview the template before saving.
- Click on “Save”.
How to view clients templates?
- Click on Clients from the main menu column on the right side.
- Click on Manage Clients.
- Click on the required client’s file.
- Click on “voucher”.
- Click on the required template.
- Here the system views the template with the ability to print, download it with PDF, and send Email. <Make sure that there is an email stored in the client’s file, for more info please review the “Add A Client“ tutorial>