FAQ's

Where can I find a CSV Report of Invoices?
Invoice csv files are available in your Web Portal > CRM > Reports > Invoices.   There are various filters available, once you have the detail ...
Thu, 30 May, 2024 at 1:22 PM
How do I change the addressed to details on an invoice?
If the invoice is being sent to an exisiting contact you are able to go into their contact card and edit or add in the new details. To do this in your Web P...
Tue, 30 May, 2023 at 4:18 PM
How do I automatically Convert an Invoice from a Draft Status to an Open Status?
Invoices that are attached to Jobs as a Draft Invoice can automatically be Converted to an Open Invoice when the Job is created or when the Job is completed...
Thu, 6 Apr, 2023 at 2:23 PM
How do I Customize the Invoice Email?
The Invoice Email is the default text or template when you are sending an Invoice via Email. You can set this up by going to your Web Portal > Select Se...
Thu, 6 Apr, 2023 at 2:43 PM
How do I change my Default Payment account?
To customize your Default Payment Account in the Web Portal,   Select Settings cog from the top menu bar. Accounts Invoices Scroll down to the Invoice ...
Thu, 6 Apr, 2023 at 2:52 PM
How do I customize my default Tax Type?
This sets the default tax Types for your account. To customize these settings in the Web Portal,   Select Settings cog from the top menu bar. Accounts ...
Mon, 25 Jul, 2022 at 12:22 PM
How do I change my billing terms?
The billing terms on your account can be updated in the  Web Portal > Settings Cog > Accounts > Invoices > Scroll down to Default Invoice Paymen...
Fri, 5 May, 2023 at 1:43 PM
Can I add a note to a location?
Notes can be added to a location through the CRM via the Web Portal, or the App. In your Web Portal > CRM > Contacts > Locations, select the lo...
Fri, 10 May, 2024 at 12:50 PM
Can I change the the layout of an invoice address?
They layout of an address for an invoice can be changed to the format you would like.  In the Web Portal > Settings Cog > Accounts > Invoices &...
Wed, 16 Aug, 2023 at 8:05 AM
Can I deselect 'Send BCC to ourselves' on an Invoice?
You are able to deselect 'Send BCC to ourselves' on an invoice, however this option cannot be unticked by default and you will have to deselect this...
Wed, 16 Aug, 2023 at 8:05 AM