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.
|Preferences||Set up and modify settings for your AR Automation account.|
Shows your company information as it will be displayed to your customers.
|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 11 months ago