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• Company Settings & Users

  Setting up SMS, email and e-bills

  Send invoices and reminders to customers by SMS and email instead of paper. 1. Go to Company Settings > Communications > E-Bill / Messaging. 2. In SMS Credentia...

• Company Settings & Users

  Company profile, branding and print templates

  Make every invoice, receipt and e-bill look like your business. Update your business name, address, phone numbers and tax registration number in Company Setting...

• Company Settings & Users

  Roles and permissions

  Roles control what each group of users can see and do. 1. Go to Company Settings > People And Access > Permissions > User Roles. 2. Enter a Name, such as Cashie...

• Company Settings & Users

  Adding a user

  Give every staff member their own login, so you know who did what. Create the role the user needs first. See "Roles and permissions". 1. Go to Company Settings...