Settings
All articles regarding profile/organisation settings
⇄ Applicable to: invoicing, quotes, settings Presets (What is a preset?) are managed directly in the text fields where they can be applied, e.g. in footnotes and when sending documents. Naviga...
Wed, 25 Jan, 2023 at 4:03 PM
⇄ Applicable to: account, settings Navigate to User settings via the logo in the top right corner and click on Change password. Enter your current password and enter a new one below it. Click...
Thu, 5 Jan, 2023 at 3:58 PM
⇄ Applicable to: settings, account, invoicing Navigate to Organization settings via the logo in the top right corner and click on E-mail automations. Click on New rule at the bottom of the scr...
Thu, 5 Jan, 2023 at 3:45 PM
⇄ Applicable to: settings, account, quotes, invoicing Navigate to Organisation settings via the logo in the top right corner and click on Templates. Navigate to the document type (e.g. invoice...
Thu, 5 Jan, 2023 at 3:44 PM
⇄ Applicable to: settings, account, quotes, invoicing Navigate to Organization settings via the logo in the top right corner and click on Templates. Navigate to the document type (e.g. invoice...
Thu, 5 Jan, 2023 at 3:44 PM