🧾 From Details
The From Details section allows users to save and manage sender (business) information, which appears on invoices, quotes, and purchase documents. This ensures a professional presentation of your business identity on all client-facing paperwork.
🔹 From Fields:
You can enter the following details in the form:
Name – Your business or sender name
Email – Business contact email
Address – Street or physical location
City, State – Business location details
Zip Code – Area postal code
Phone – Business contact number
Business Number – Tax ID, GST, or other business registration numbers
Website – Business website URL
Owner – Name of the business owner or representative
📌 Note: The saved details will appear automatically on the right panel when generating invoices, purchases, or quotes.
🔄 Workflow Steps:
Fill in the sender's details using the form fields provided.
Click the + Add button to save the information.
The entered data will appear in the From Details table below the form.
Use Export to CSV to download saved sender details for backup or transfer.
Use Import From to upload details in bulk via CSV (for multi-branch or multi-business setups).
Use Clear All to delete all stored sender records.
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