Settings
To access your account settings, click your initials at the bottom of the left navigation panel and then click Settings.
The following tiles are available.
Tile | Description |
---|---|
Preferences | Set up and modify settings for your AR Automation account. |
Company Profile | Shows your company information as it will be displayed to your customers. |
Multiple Company Entities | Lets you handle multiple entities from a single AR Automation account. |
Cadences | Rule-based customer communication and automated workflows. |
Coupons | These create and manage one-time and ongoing discounts for subscriptions. |
Plans | Subscription plans are the basis of all subscriptions for your most common product and service packages. |
Items | This is the list of your product and services. |
Tax Rates | List of available tax rates. |
Invoices | Set default terms, notes number and invoice template. |
Late Fees | Automatically computes and applies late fees. |
Templates | Creates and manages templates for emails, documents, and quotes. |
Custom Fields | These track custom data for customers, invoices, or payments. |
Measured units | Track usage data from usage-based items. |
Segments | These create smart lists and tags to segment customers, invoices, and other information into groups. |
Approvals | Configure approval rules and work flows. |
Updated 5 months ago