Category: Customization

Upload Company Attachments

How to upload attachments into a company entry.

Request changes to the field sheet

We can make some changes to the field sheet. Please contact customer support to request updates.

Request changes to the invoice or statement

We can make some changes to invoices and statements. Please contact customer support to request updates.

Add a logo to the invoice

We can add a logo to your invoice on request. Please contact customer support, and they will assist you in this matter.

Add account aging summary to statements

Learn how to display an account aging table on statements to show totals of past due invoices.