HELP
Company Setup

Try every settings tab yourself

  1. Click the Company tab.
  2. Click the Branding tab.
  3. Click the Payments tab.
  4. Click the Notifications tab.
  5. Click the Import Data tab.
  6. Click the Calendar tab.
  7. Click the Integration Hub tab.
  8. Click the Subscription tab.
  9. Click the Profile tab.
  10. Connect an integration from the real Integration Hub.
  11. Disconnect the integration again.
  12. Review the current subscription plan and seat usage.
  13. Copy an available referral code.
  14. Edit the personal profile fields.
  15. Save the updated profile.
  16. Fill in the password change form.
  17. Save the new password.

The real Settings tab strip: Company, Branding, Bid & Invoice Templates, Profile, Calendar, Subscription, Payments, Notifications, Import Data, and Integration Hub.

You’re done. Time to add a customer and run your first invoice.

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