FAQ's

How do I update the new business owners details?
Updating the new business owners details can be done through a few simple steps using your Web Portal.  In your Web Portal go to Users > View Users ...
Tue, 28 May, 2024 at 1:34 PM
I've sold my business, what do I do?
If you have sold your business and the new owners will be continuing to use Formitize, they will need to update the company details as well as the user prof...
Tue, 28 May, 2024 at 1:40 PM
Is inventory Management available with Formitize?
Inventory Management is not currently a feature offered by Formitize. However, it is on the agenda of our Development Team.
Fri, 2 Jun, 2023 at 4:33 PM
How do I know if the system is down?
The Systems Status page will let you know if there any any issues with Formitize that could be affecting the service. It will also allow you to subscribe to...
Tue, 28 May, 2024 at 1:44 PM
Where do I check my Formitize Tax Invoices?
To check your past subscription payments can be be done in the in the Web Portal.  Settings Cog > Company Profile > Formitize Invoices.
Tue, 28 May, 2024 at 1:53 PM
How do I change the colour of my dashboard?
The colour of your Dashboard will be automatically pulled from the colours of your logo once you upload it.  To change this in your Web Portal select th...
Tue, 4 Jun, 2024 at 10:48 AM
How do I submit a Feature Request?
As we continuously look to improve Formitize, you are able to submit a Feature Request in line for future consideration here. This can also be done in y...
Fri, 7 Jun, 2024 at 11:29 AM
How do I add new Clients as a Formitize Innovation Partner?
To add a new client through your personal Partner Portal, in the Web Portal, click on the Partner heading. This will cause an accordion menu to ...
Tue, 14 May, 2024 at 1:00 PM