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Settings and template settings

Settings and template settings

Adjust numbering, switch estimate/quote, add image, offline mode, rounding, collections and variants

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12 articles in this collection
Written by Johan

Estimate/Quote switch

Change estimate to quote or quotation
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Written by Johan
Updated over a week ago

Collections

Organize your
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Written by Johan
Updated over a week ago

Add image to an invoice

How to add images and pictures to documents
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Written by Johan
Updated over a week ago

Display or hide invoice details

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Written by Johan
Updated over a week ago

Numbering

Change invoice numbering
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Written by Johan
Updated over a week ago

Business and tax identificators

How to change a company ID, tax or vat IT
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Written by Johan
Updated over a week ago

Decimal places and rounding

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Written by Johan
Updated over a week ago

Offline mode

Create invoices offline
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Written by Johan
Updated over a week ago

Local Settings - Date format

How to change the date format
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Written by Johan
Updated over a week ago
Card payments

Card payments - basics

Setting up and cancelling of online payments - Pay Now button, Stripe, PayPal
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Written by Johan
Updated over a week ago

Stripe payments

Card payments with Stripe
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Written by Johan
Updated over a week ago

PayPal payments

Card payments with PayPal, setup online payments
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Written by Johan
Updated over a week ago