Settings

General

• Editing customer statements
• Chasing criteria
• Currency symbols

Templates

• Creating a template
• Editing a template
• Deleting a template
• Using placeholders
• Attachments

Schedules

• Managing your default schedule
• Creating a new schedule
• Adding customers/invoices to a schedule
• Deleting a schedule
• Schedules icons
• Chasers
See all 11 articles

Timings

• Setting chase time

Email

• Adding senders
• Deleting senders
• Adding email signature
• Setting normal and escalated senders
• Using Forewarn
• Email formatting
See all 7 articles

Users

• Adding users
• Deleting users