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Settings

Update your logo, timezone, default terms of service, upload your logo, and much more.
  • 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...
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