FAQ - (Frequently Asked Questions)

How do I set my contact info?
Tap the menu icon.  Tap on Settings.  Tap on Contact Info. Enter your company's contact information which will appear on every invoice.  ...
Wed, 17 Oct, 2018 at 3:56 PM
How do I change the currency code on my invoices?
Tap the menu icon.  Tap on Settings.  Tap on Currency.  Enter the currency code you want your invoices to reflect.
Wed, 17 Oct, 2018 at 4:17 PM
How do I set my tax rate?
Tap the menu icon.  Tap on Settings.  Tap on Tax Type.  Select whether you want invoices to have No Tax, Single Tax, Two Taxes, or Compound Tax....
Wed, 17 Oct, 2018 at 4:18 PM
How do I change when an invoice is due by default?
Tap the menu icon.  Tap on Settings.  Tap on Terms.  Select how long a client has to pay an invoice.  Default is 30 days.  Due on Receipt ...
Wed, 17 Oct, 2018 at 4:18 PM
How can I make my invoices payable online?
Stripe Tap the menu icon.  Tap on Settings.  Enable the Stripe switch.  Fill out the Stripe form and tap Authorize access to this account at ...
Wed, 17 Oct, 2018 at 4:20 PM
What are the different types of taxes and how are they calculated?
Single Tax Example Subtotal: $100.00 Tax Rate: 8.00% Tax Amount:  $8.00 Total Amount: $108.00 Two Taxes Example Subtotal: $100.00 ...
Wed, 17 Oct, 2018 at 4:21 PM
How is the outstanding invoices table created?
The outstanding invoice table has four rows: Draft, Sent, Overdue, and Total. If an invoice is not overdue, or has not been sent to the customer, the ...
Wed, 17 Oct, 2018 at 4:22 PM
How is the paid invoices graph created?
The graph represents the payments on your invoices. Any invoice that has been paid (partially or in full) will have the paid amount displayed on the g...
Wed, 17 Oct, 2018 at 4:23 PM
How are the quarterly paid invoice tables created?
Below the paid invoice graph are the quarterly paid invoice reports. Depending on what quarter you are viewing the reports, there will be one to four t...
Wed, 17 Oct, 2018 at 4:24 PM