To add your logo to invoices &estimates follow these steps:1. Go to "My Account"tab2. Click "Account Settings"3. Click "Choose File"and select your logo 4. Click "Save" Your logo should display as illustrated above. ...
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To set your catalog pricing follow these steps:1. Go to "My Account"tab2. Click "Catalog Pricing"3. Enter discount rates off standard pricing for Bronze, Silver &Gold clients.4. Click "Save" New Client1. Go to Clients tab2. Click "New Client"3. Set "...
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To set your default invoices &estimates settings follow these steps:1. Go to "My Account"tab2. Click "Account Settings" 3. Enter your default tax, shipping, currency etc.4. Click "Save" ...
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Entering a payment is simple:a. Find your invoiceb. Enter partial or full payment Find Your Invoice1. Go to "Invoices"tab2. Click on the "Find"button:3. Click the "Pay"link where you need to make the invoice payment Enter Partial or Full Payment1. Fi...
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To set your tax settings follow these steps:1. Go to "My Account"tab2. Click "Tax Settings"3. Enter tax descriptive name and tax rate4. Click "Save"...
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To update your company profile follow these steps:1. Go to "My Account"tab2. Click "Company Profile" 3. Enter your company's information4. Click "Save"...
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To set your catalog pricing follow these steps:1. Go to "My Account"tab2. Click "Update Password"3. Enter current &new password4. Click "Save" ...
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