Overview
My business opens with your company details, balances, and follow-up status. Overview shows the invoices and customer totals belonging to this business. Each currency stays separate.
Use View invoices to open the invoice list. More actions contains the follow-up controls available to your role. Pausing follow-up does not change what customers owe.
Customers
The Customers tab lists the people and companies billed on your invoices. Search by customer details and open their invoice history. Your customers are separate from your own business and from teammates with workspace access.
Accounting
Open Accounting for the QuickBooks connection, last sync, and any issues requiring attention. Connecting or disconnecting uses the same company as the rest of this workspace. QuickBooks is authoritative for connected invoices.
Business details
Open Business details to update the business name and company contact, then choose Save details in the page header. This contact is not automatically the recipient for every invoice reminder; check each customer's email before approval.
Your workspace opens in a new tab.
Something still unclear?
Ask our support team. Include the step you reached and what happened. Keep passwords and financial documents out of the email.