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🎫 Documents & Support

The console is where you set the look of the PDFs EQUOS produces and where you reach the team when you need help. This page will guide you through customising your document templates and raising a support ticket.

Customising your documents​

The "Documents" section controls how your printed and shared PDFs look, so an invoice or a pack slip carries your business's branding rather than a plain default.

Because each business can look different, start by choosing which one you are working on — the "Configuring documents for:" selector at the top sets that.

Branding​

The branding panel applies your identity across every document at once.

  • Set your "Primary Colour" and "Accent Colour" to match your business.
  • Upload your logo so it appears at the head of each document.

This ensures everything you send out looks like it came from you, without editing each document type one by one.

Per-document templates​

Beyond the shared branding, you can customise individual documents where you need more control. The document types you can adjust are:

  • Invoice
  • Pack Slip
  • Purchase Order
  • Freight Label
  • Stock Report
  • Inbound Receipt
  • Statement
  • Inventory On Hand
  • Inventory Labels

Each one sits on its own card with the same handful of actions.

  • Press "Customise" to override the default template for that document type, then use "Edit" to adjust its columns and totals.
  • Press "Reset" to drop your changes and return to the standard template.
  • Use "Export" and "Import" to move a template you've built between businesses, so you set it up once and reuse it.

This allows you to tune the documents that matter most while leaving the rest on their tidy defaults.

Raising a support ticket​

When something needs a hand, you can easily raise it with the EQUOS team without leaving the console. Open the "Support" section to see your tickets and start a new one.

  • Press to create a ticket, which opens the "Create Support Ticket" window.
  • Give it a clear "Subject".
  • Choose a "Category" — General, Billing, Technical or Feature Request.
  • Set a "Priority" — Low, Normal, High or Urgent.
  • Write a "Description" with as much detail as you can, then submit.

What happens next​

Your ticket lands in the support list, where you can follow it through as its status moves from "Open" to "In Progress", "Awaiting Response", and finally "Resolved" or "Closed". If the team needs more from you, the ticket shows "Awaiting Response" so you know it is your turn to reply. This ensures nothing quietly falls through the cracks while you wait for an answer.