Articles tagged faq
Yes. When you send an invoice email, it includes a public payment link the customer can use without logging in or creating a portal account.
Yes — Suprata supports CSV import for accounts, contacts, and items. A few categories of data are notoriously hard to migrate cleanly; here's what to expect.
Cancel from the License Manager at any time. Here's the flow, what happens to your data, what to do before you cancel — and how to come back later without losing any of it.
Update your business address in Company Settings. It propagates to invoices, statements, customer-facing emails, and (if connected) QuickBooks.
Quick answer: 'Account' is a billable entity (a household or organization); a 'Contact' is an individual person. The longer explanation is in the dedicated article.