FAQ's

Invoices & Payments Drawer | Video
Watch below a video on the Invoice Send & Payment drawers:
Thu, 17 Oct, 2024 at 12:07 PM
How do I manually change the status of an invoice?
In the Web Portal, go to Accounts > Invoices > select the Edit pen for the invoice. Inside the Invoice, you can select the Status dropdown to change t...
Wed, 13 Nov, 2024 at 10:49 AM
How do I change my default currency?
To view or change the default currency for your Formitize account, in the Web Portal go to the Settings Cog > Accounts > Invoices > Scroll to Defau...
Wed, 13 Nov, 2024 at 9:17 AM