Formitize Help Desk

The Account Types are Financial Accounts category, they could be: Bank Accounts, Current Asset Account, Current Liability Account, Depreciation Account, Dir...

To Set up Tax Rates, go to Settings cog > Accounts > Tax Rates > + New Tax create the Tax Rate and Save.

To add Items, just go to the Web Portal, CRM > Accounts > Items > New Item A new item can be created when creating an invoice in the Web P...

Account Code is a unique code or description of your account.

To edit Tax Rates, go to Settings cog > Accounts > Tax Rate > Edit

You can edit Items in the Web Portal by going to CRM > Accounts > Items. Then select the Item which you want to edit and click Edit.

Account Name is a short title for your account.

To delete Tax Rates, go to Web Portal > Settings cog  > Accounts > Tax rates then select which tax rate you want to delete then check the box of th...

You can delete Items by going to CRM > Accounts > Items then choose the item you wish to remove and click on the checkbox and then select action then ...

Account Description is a description of how the account should be used.