Customers & Accounts

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
• How do I change the business or company name for my account?

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

Info

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