Advanced settings

Configuration

• General settings
• Define invoice number / credit note number
• Use e-mail of own company as sender
• Reminder settings

Own compan(y)ies and intra-company billing

• Own company
• Working with Intra-company billing: configuration and usage
• Overview: Intra-company billing – how to use this screen

Price management

• The price list
• Price tables

Licence, employee and team management

• Renaming employee profiles
• License management
• Employees
• Security - Teams

Notifications

• Overview: The Notifications Panel and the Notifications Screen explained

Security

• Enabling Two-Factor Authentication (MFA): a step toward a more secure account
• SSO - Microsoft or Azure AD/Microsoft Entra ID account

Template management

• Task templates
• Invoice layout
• Creating and managing invoice schedules
• Task schedules
• Mail templates
• Document templates

See all 7 articles

Template library

• Advance payments

Importing and exporting

• Exporting invoices with Exporter
• Document recognition - Import registrations via Excel