Account Standing For Current Year Some people prefer to show only the current year’s finances. To only show account standing for the current...
How to Reset Your Account Resetting your account will delete all customers, invoices, and payments, etc. IMPORTANT: This cannot be undone, your customers, invoices, payments,...
Add Your Logo to Invoices and Estimates To add your logo to invoices, estimates and documents, click the gear icon at the top right of your...
Reset Password To reset your password, click the link under the login box that says “Click Here to Reset Your Password“....
Work Requests Your customers can put in work requests via their customer portal. To set this up, go to your settings...
Your Business Profile To get to your Business Profile, click the gear icon at the top right of the screen. ...
Preference Settings To get to your Preferences Settings, click the gear icon at the top right of the screen. ...
Your Billing History To get to your Billing History click the gear icon at the top right of the screen. Click the...
Set Up & Manage Online Payments To get to the Set Up and Manage Online Payments page, click the gear icon at the top right of...
Invoice, Estimates, & Receipts Settings To get to your Invoice, Estimates & Receipts settings go to the gear icon on the top right of...