Rather than spending time writing out information over and over, you can personalise or set default text for the documents you send from Pandle using the Document Settings screen.

For instance, you can set default invoice descriptions, or default email messages, instead of writing these out manually each time you invoice a customer.

Open the Pandle settings menu, and click 'Document Settings'.

Use the tabs across the top to choose the document you would like to change the settings for.

Invoice settings

Use this tab to update or edit your invoice settings, including options for recurring transactions, setting up Pandle Pay so you can accept invoice payments through Pandle, and adding default text to appear on your invoice descriptions.

Quote options

Enable this if you would like to send customer quotes through Pandle.

Statement options

Enter the default text that you would like to appear on your statements. You will still have the chance to edit your message before you send it.

Design options

Upload your company logo to use on invoices, and choose your invoice template.

Email options

Confirm the address which will receive responses to your follow-up emails, or enter the default message that you would like to be pre-populated when you send customers their invoices. You will still be able to edit the text before sending the email.

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