Please head over to Settings > Invoices > Email Invoices. Turn on or off Automatically email invoice depending on whether you want the customers to receive an invoice once it’s generated (either manually or automatically). CC invoice emails if you...
To begin, please navigate to Settings > Invoices > General information Then, you will need to add the Invoice Header which will be displayed at the top of the invoice. “Thank you message” is the message that will be at the bottom of the invoice...
Please navigate to Settings > General > Crew/Driver Print Sheet.You will find the “Crew Print Sheet” and the “Driver Print Sheet” here. You can either turn on or off buttons based on your preference.
Hit “Save” and the settings would be applied.
Please navigate to Settings > General > Dashboard. Under “Revenue”, select the preferred option from the dropdown. This will show revenue based on either the jobs or invoices. Under “Crew utilization”, select from the dropdown the numbers of hours...
Please navigate to Settings > General > Upload Data. Next, you need to download the example format by clicking on “Download Example format”. An excel file with the prefilled format will be saved to your computer. Make sure you type in the required...
Please head over to Settings > General > Company Details. Scroll down to “Operating Days” and “Operating Hours”. Select your operating days. You won’t be able to disable days if you have pending bookings on that day. Remove those bookings and...
Please head over to Settings > General > Company Details. Next, you need to go under “Company Email Address” and type in the email which will be used for sending invoices and other notifications to your customers. Now click on “Verify” and an email...
Please head over to Settings > Home > Branding. Then click on the pencil icon under the logo. This will be your primary logo and it will be on your invoices, guest booking, customer login, and your customer app and would be preferable without...
To create a payment link, please go to the Customer list page. Then locate the customer by searching their name.You will then need to hover your mouse over to the Action button, which is also those three vertical dots at the end of every customer...
Please go under Bills > Invoices > Select the invoice that you want to adjust.To adjust an invoice, you will need to hover your mouse over to the Action button, which is also those three vertical dots at the end of every invoice row.Next, you will...