You can customize your account by
- changing the main settings (account & company information),
- customizing the e-mail your clients receive when you send them an invoice, quote or invoice reminder,
- uploading a company logo
- choosing an invoice template
Follow the steps below and you will have a fully customized account in just a few minutes.
To change your main settings:
1.
Go to the
Settings page
2.
Go to the
Company information tab
3.
Change any
Company information and
click on the green
Save button

4.
Go to the
System preferences tab
5. Make the necessary changes and
click on the green
Save button
To customize the email your clients receive:
1.
Go to the
Email preferences tab
2.
Customize the email text for new invoices, new quotes, invoice reminders, payment received messages and new credit notes.
To upload a company logo:
1.
Go to the
Invoice Customization tab
2.
Add your company logo
To choose an invoice template:
1.
Choose one of our invoice templates

2.
Add any invoice, quote or credit note titles
Click here to watch a video tutorial