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Helpful Tips

Some useful tips.

  • Reports- Employee Pay/Hours
  • Updating Payment Info
  • Color Coding
  • Cache Clearing
  • How to add Tasks
  • Google Address Autopopulate
  • Google Calendar Sync (No Importing)
  • Adding Signature to Emails
  • Make Single Payment for Multiple Invoices
  • Frequency Period Editing
  • Back Up Your Account
  • Reports- Mileage
  • Exporting Customers & Prospects
  • Reports- Sales
  • Uploading A Logo
  • Payment Reminder
  • Printing Address Labels
  • Making Prospects Active Again
  • How to Mark a Job as "Completed"
  • Reports- Sales Tax
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  • Miscellaneous
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  • Automated Emails & Text messages
  • Emails & Email Templates
  • Helpful Tips
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