Account settings

All articles regarding profile/organisation settings

Manage email automations
⇄ Applicable to: settings, account, invoicing Navigate to Organization settings via your logo in the top right corner and click on E-mail automations. Click on New rule at the bottom of the sc...
Thu, 10 Nov, 2022 at 3:13 PM
Manage templates
⇄ Applicable to: settings, account, quotes, invoicing Navigate to Organisation settings via your logo in the top right corner and click on Templates. Navigate to the document type (e.g. invoic...
Wed, 9 Nov, 2022 at 11:50 AM
Change default template
⇄ Applicable to: settings, account, quotes, invoicing Navigate to Organization settings via your logo in the top right corner and click on Templates. Navigate to the document type (e.g. invoic...
Thu, 3 Nov, 2022 at 4:55 PM