- How can I upload a company logo on my account?
- How to send an invoice by e-mail?
- How can I add payments to an invoice?
- How can I add my name and phone number to an invoice?
- How can I print an invoice?
- How can I add my VAT/GST/Sales Tax number on the invoices?
- How can I customize my account?
- How can I add default terms and conditions?
- How can I add a client?
- How do I change my invoice template?
- How to upgrade my account?
- How can I change my account information?
- How can I create an invoice?
- How can I create my first invoice?
Getting Started
How can I customize my account?
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
To change your main settings:
1. Go to the Settings page2. 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 tab2. 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 tab2. 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