Personalize your business information by selecting Administration > Business Information from the Navigation Bar.
Business Information
Note: All of this information is optional and will show on any proposal, invoice, or report you print from Total Party Planner (unless otherwise indicated).
Business: Enter your company’s name exactly how it will appear on invoice and proposal reports.
Owner #1 & #2 The name of the business owner(s).
Note: Names are stored in your database and do not appear on any reports.
Address, City, State, Zip Code: Your business’ address. This address will appear on invoices and proposals.
Country: Select the appropriate country code from the list. This option is particularly important to determine which tax options are shown and/or hidden.
Work and Fax Numbers: You company’s main numbers.
E-mail Address: Your company’s main email address.
BCC E-mail Address: Enter an email here if you want to always send a copy of every email to a certain email account.
Web Page: This is your business URL. This information is stored in your database and appears on the Proposal of Service report.
Tax ID: Federal tax ID number if you need or would like it displayed on any proposals.
When you have filled out the desired fields, click ‘Save’ to save the data or ‘Cancel’ to rollback any changes.
Logos
Note: Uploaded company logos will be seen on proposals, invoices, and contracts. If only one logo is uploaded, it will be the default.
To upload a logo:
Click the Add Logo button.
Enter in the path to the logo, or click the Browse… button to locate the logo image you wish to use.
To delete an unwanted logo, select the Delete button to the right of it.