Office/Billing Training 3

To prepare for the next training session face to face/virtually, please watch and read this information. 

  • How to connect your accounting system here
  • Everything about Billing cards here
  • Everything about Billing contracts here
  • Check out how to invoice here
  • Check out how to setup favourites in the video here and read the article here
  • How to make a new product video here
  • How to use pricing tiers on your products video here
  • Submitting a ticket to our helpdesk video here

Contacting our Helpdesk:

What to do in emergencies? More on this to come.

App Troubleshooting:

  • Always make sure the user is on the newest
    • App Version (check this in the app store)
    • iOS Version (check this in the settings of the device under General)
    • Connected to the internet/has a strong signal 
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