General Setup (8)

Inviting your team members

Modified on 27 Sep 2023
Setting Up Multi-Factor Authentication (MFA) / Two-Factor Authentication

Modified on 11 Sep 2023
Creating email templates

Modified on 14 Nov 2023
Email send settings for sending invoices(cc,bcc) and auto processing including attachments

Modified on 11 Dec 2023
Invoice Payment Processing Setup

Modified on 15 Nov 2023
QuickBooks Online/QuickBooks Desktop Credit memo automation

Modified on 13 Oct 2023
Adding a note to Payment Profiles to tell Payment Profiles apart

Modified on 20 Nov 2023
Email invoice attachments for invoices and payment receipts

Modified on 12 Dec 2023