Articles tagged settings
Business units
Business units split one company into locations or departments, such as six shops, or Residential and Commercial. Each person works in one unit at a time, and lists and totals open on it. Nothing is walled off: search an...
How do I change my business address?
Update your business address in Company Settings. It propagates to invoices, statements, customer-facing emails, and (if connected) QuickBooks.
Setting up your company profile
The company profile is the source of truth for everything customer-facing — invoice headers, email signatures, the timezone every appointment is read in. Get it right on day one.