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  1. Help Centre
  2. Customers & Accounts

Customers & Accounts

General account management & help with customer management

Customer Management

  • Customer Settings & Alerts
  • Deleting, Archiving & Restoring Customers
  • Adding Customers from your Hosted Pages
  • Importing Customers from a CSV file

Account, Invoices, Subscription & Bank Accounts

  • Invoices & Subscription Plan Rates
  • Understanding how we calculate GST on your invoice
  • Changing the bank account we deposit funds to
  • Payment Receipts with fees included
  • Changing your weekly subscription plan/fee
  • Business Account Details
See all 7 articles

Security & Users

  • System Security, Data Protection & Privacy
  • Reset a forgotten password
  • Select Email Notifications
  • Creating/Managing Users, Notifications & Permissions
  • Restricting access to the client portal

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