In this section you will find resources for setting up the basics of your account.
By Karen and 2 others3 authors13 articles
Quick Links to Get Your Essentials Set Up
Manage Your Company’s Policies and Taxes
Add and Change Terms & Conditions, Payment Terms, and Cancellation Policies via Account Settings
How can I create multiple Terms and Conditions?
Manage Your Company’s Information
Add your company's logo
Add, Edit, and Crop Your Company Logo
Manage Company Location
Add your company's bank information
Enter Your Items via Standard Add
Adding Delivery Logistics to Inventory
Add Your First project
The Anatomy of a Project