Fresh Projects

00:00: This article explains how to configure financial templates within Fresh Projects.

00:05: You will learn the steps to access, edit,

00:08: and save invoice templates effectively.

00:12: First, select "Settings" from the main menu.

00:16: Next, select "Templates" from the drop-down list.

00:21: Then,

00:21: select the "Financial" tab at the top of the dashboard.

00:26: Find the template you would like to adjust,

00:28: and click on the "Edit" button.

00:32: Next, click on the financial template name in the pop-up,

00:35: the text will be displayed in blue.

00:38: This will then start the template download to your device.

00:43: Open the file in a word document and make the necessary changes you need,

00:47: such as adding the logo,

00:48: business name,

00:49: business address,

00:50: account details, etc.

00:53: Then save the document.

00:56: It is very important to note that you should not be changing any of the text in the

01:00: curly brackets.

01:03: After applying and saving the changes to your Word Invoice template,

01:07: you can head back to Fresh Projects and upload the edited file by selecting the

01:11: upward facing arrow icon.

01:14: Lastly,

01:15: you can rename or add a description for the financial template.

01:19: Then click "Save financial template".

01:23: You have now successfully configured and saved a financial invoice template in Fresh

01:28: Projects.