Help New | SpeedInvoice

stawen

Mon, 10/12/2020 - 07:21

OVERVIEW SPEEDINVOICE

How SpeedInvoice works

Getting started

When is SpeedInvoice not suitable

INVOICES AND ESTIMATES

Creating invoices or quotes

How to change invoices and quotes

Sales Tax and other taxes

PAYMENTS

Changing the invoice payment information

Recording a payment

Sending a receipt

Sending a reminder or a customer statement

CUSTOMERS

Creating a customer

Importing customers

Deleting customers

ITEMS

Cost for an item

Importing items

SALES AND SALES TAX REPORTS

Sales and sales tax reports

Export data to Excel or in CSV format

SETTINGS AND SUBSCRIPTION

Changing terminology for Sales Tax and company information

Company settings

Background image, logo and signature

Changing the invoice or quote layout

Changing the number series

Creating additional users

Creating more than one company

Does SpeedInvoice cost anything

Purchasing a subscription

Cancelling a subscription

Deleting your account

TROUBLESHOOTING

I need help with my company code, username or password

My data is wrong

I have lost my phone or tablet

I changed the customer info and nothing happened

I have turned Sales Tax on or off but it is still wrong

I don't get invoice or quote numbers

Synchronisation issue

Renumbering an invoice

I have invoice numbers missing

I can't find a copy of my sent email

My customer didn't receive my email

I've asked for a new password but I haven't received one

I want changes made to the invoice or quote layout

Incorrect date format

Changing the invoice payment information

Changing the company code

No connection to server

My logo is too small or big

I need three or four decimals

Suppliers and inventory

I want changes made to SpeedInvoice

EU'S REGULATION GDPR

Overview of GDPR

Data access for your customers

If a customer wants their data removed