General settings
By Maxime1 author49 articles
- How to choose the UBL format sent to the accountant
- How to set a default customer type
- How to resend an invoice to the accountant?
- How do I choose which page to use as the home page?
- How to send invoice attachments to my accountant
- How to share comments with my accountant
- How do I use my new email address to log in?
- How to change the delivery channel of a customer?
- How to customize the email address used to send invoices to my customers
- How to undo an invoice marked as paid by mistake
- How to add a logo to outgoing invoices
- What happens when the due date is earlier than the invoicing date?
- How to merge duplicate customers/suppliers
- How to automatically assign a default due date to invoices created on Billtobox
- How to customize columns
- How to set up invoice numbering
- How to restore deleted accounts payable?
- How to add comments on invoices
- How to edit an archived invoice?
- How to download an invoice's PDF
- How to send an invoice to the customer's email inbox
- How to clone an invoice
- Dashboard overview
- Reports settings
- How to add VAT rates
- Automation settings
- Personal settings
- How to automatically approve invoices coming from trusted suppliers
- How to change the default currency
- Company info settings
- Accounts payable settings
- How to create a catalog of products (or services)
- Accounts receivable settings
- How to switch between my companies?
- How to split a PDF that contains multiple invoices in one file
- How to invite customers/suppliers to join Billtobox
- Autodelivery setting
- Send invoices directly from your invoicing software to your accountant and/or Billtobox archive
- Business approval: why and how to use it
- How to change my password?
- How to change the language
- How to change the decimal separator linked to my user
- How to view the PDF in a new window
- How to change the size of the magnifying glass for previewing PDFs
- How to add/edit my company's IBAN
- How to add a profile photo
- How long will my documents be archived for?
- What's an intra-community delivery and how does it work?
- I want to stop using Billtobox, how do I do it?