How do I change my email?
Click the menu option in Profile and select My Account. On the right side of the Email Address you can edit your email by selecting
How do I change my password?
Click the menu option in Profile and select My Account. On the right side of the Password you can edit your password by selecting
How do I add a disclaimer to the estimates I send to clients?
Click the menu option in Profile and select General Settings. Select My Disclaimers, in the text box type the disclaimer you want to appear on your estimates and press the Save button.
How do I add a disclaimer to the invoices I send to clients?
Click the menu option in Profile and select General Settings. Select My Disclaimers, in the text box type the disclaimer you want to appear on your invoices and press the Save button.
How do I set up a tax rate?
Click the menu option in Profile and select Tax Manager. Click on to add a new tax rate. Enter the name and rate you want, then press the Save Tax button.
