How can I use elorus with multiple activities or changed company details?
  • 15 Dec 2022
  • Contributors

How can I use elorus with multiple activities or changed company details?


Article Summary

Use multiple templates and handle different activities or a change in company information.

Multiple activities

If your company has multiple activities (eg wholesale & retail), you can issue invoices/estimates that display various industries by creating separate templates. This will allow you to enter your moto, logo, activity description, notes and virtually anything that differs from your main or other activities.

Each time you create a new invoice, you will be able to select the appropriate appearance. You may also set a default template per client depending on the service you provide them.

Make sure you create templates with indicative titles so you can tell them apart easily.

Changes in company information

In case of changes in address, VAT number or any other information, you will need to create a new template with the updated info and set it as "Default" from the relevant field.

This way, the documents you have issued up until the change will not be affected and the new ones will display the new information.

Finally, you will also need to change the information on the "Settings-> Organization" page so we can have your correct billing information for our services.


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