How can I customize my account?
updated 4 months ago
You can customize your account by
- changing the main settings (account & company information),
- customizing the e-mail your clients receive when you send them an invoice, quote or invoice reminder,
- uploading a company logo,
- choosing an invoice template.
Follow the steps below and you will have a fully customized account in just a few minutes.
To change your main settings:
1. Go to the Settings page
2. Go to the Company information tab.
3. Change any information you want to and click on the blue Save button.
4. Go to the System preferences tab.
5. Make the necessary changes and click on the blue Save button.
To customize the email your clients receive:
1. Go to the Email preferences tab.
2. Customize the email text for new invoices, new quotes, invoice reminders, payment received messages and new credit notes.
Don't forget to click on the blue Save button!
To upload a company logo:
1. Go to the Invoice Customization tab.
2. Add your company logo.
To choose an invoice template:
1. Choose one of our invoice templates.
2. Add any invoice, quote or credit note titles.