Settings
Account. Working method. HR. Integrations.
24 articlesWorking method
- Process overview: packages, document templates and customer messaging
- Packages
- Setting up a package without a job Counter sales, equipment hire, vehicle hire.
- Setting up a private move Part 2 The invoice moment and the signing moments
- Setting up a business package based on hourly rates Rate agreements.
- Setting up a package for a business move at a fixed price
- Setting up a private move Part 1 The quote section
- Discount lines on quotes & invoices Applying discount lines to your quote & invoice templates
- Creating free text fields in templates
- Customer messaging Decide for yourself the layout, content and functionalities of all e-mails sent to customers.
- Adjusting the salutation in Bas
- Managing customers
Document templates
- Creating or adjusting quote and invoice templates How do I create or adjust quote templates
- Document templates Decide for yourself the content, layout and characteristics of quote, invoice and contract documents. Set payment term, expiry term.
- Adding attachments to a quote How to add an attachment to a quote or invoice
- Selectors - adjusting a template via CSS
Customer messages
Administration settings
- Entering a customer, private and business Entering contact persons and invoice contacts
- Managing revenue groups You use revenue groups when linking to your accounting software
- How can I also receive certain e-mails myself? If you'd also like to receive a copy of quotes yourself, for example, you can set this up with the following steps.
- E-mail messaging settings Where can I find my e-mail settings
- Turning off the customer acceptance e-mail E-mails to the administration
- Why doesn't 'Pay on location' work for my existing jobs? You've set up card payments in your package, but it doesn't work for existing jobs? Packages don't work retroactively. Learn how to adjust this manually per job.