CM Lite - This article explains how to enter your company details into the invoice template.
To enter your company details:
- Click on the drop-down arrow next to your name in the top right corner of CM Lite.
- Select Company Details.
- On this page you can add your company logo by either dragging and dropping it from you file explorer or selecting browse in the image field. You can also add your business contact details and bank account details in the relevant fields.
- Once you have added or updated these details, select Update.
This information is used on the invoice template to be provided to self and plan-managed participants, so that they can pay for the services that you have provided to them.