FAQ's
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 > Settings ...
Thu, 20 Jun, 2024 at 1:11 PM
To customize your Default Payment Account in the Web Portal, go to the Settings cog > Accounts > Invoices > scroll down to Invoice Details. Sel...
Thu, 29 Aug, 2024 at 12:24 PM
The billing terms on your account can be updated in the Web Portal, by going to Settings Cog > Accounts > Invoices > Scroll down to Default In...
Wed, 6 Nov, 2024 at 12:48 PM
Notes can be added to a location through the CRM via the Web Portal, or the App. In your Web Portal go to CRM > All Locations, search / select the lo...
Tue, 26 Nov, 2024 at 1:03 PM
They layout of an address for an invoice can be changed to the format you would like in the Invoice settings. In the Web Portal, go to the Settings Cog...
Thu, 29 Aug, 2024 at 12:34 PM
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, 6 Nov, 2024 at 1:01 PM
A CSV report can be downloaded of invoices a couple of ways (invoices can be exported directly from smart tables, or through CRM Reporting), but in order to...
Tue, 26 Nov, 2024 at 1:04 PM
When sending an invoice, you're able to send to other email addresses by adding them in the 'To' section of the Send Email form, separated by a ...
Tue, 26 Nov, 2024 at 1:05 PM
You can add the Site name for your Client's site(s) by default onto the invoices that you send to your clients, by updating the address format in your A...
Fri, 30 Aug, 2024 at 11:42 AM
To hide line item prices on an invoice in the Web Portal > Setting Cogs > Accounts > Invoices > Invoice PDF Options > Select no under Show l...
Thu, 4 Apr, 2024 at 1:53 PM