Preferences

Login ‣ Main Page ‣ Preferences.

Main Page

Set the app preferences:

  • App subscription. Obtain App Subscription

  • Terms & Conditions.

  • Privacy Policy.

  • Payment Settings. Payment Settings

  • Revoke QuickBooks authorization Revoke QuickBooks Online authorization

  • Acquire QuickBooks authorization Acquire QuickBooks Online authorization

  • Change company logo.

  • Calendly Scheduling & Booking Link. Calendly Scheduling Integration
    • Configure your personalized Calendly booking URL so clients can book appointments directly.

    • Automatically renders interactive QR codes on generated PDF Invoices and Estimates.

    • Optional company-wide OAuth synchronization for team availability.

  • Add user to Company.

  • Dark mode.

  • Reset sample data to original state.

  • About the app.

  • Change language.

    • English

    • Spanish

    • Portuguese

    • French

  • Change the color. App color

    • Blue

    • Teal

    • Orange

    • Purple

  • barcode_reader Information about connected socket mobile scanner. Socket Mobile

  • Entities Preferences, set the preferences for each individual entity (Customers, Vendors, Items, Estimates, Invoices, Sales Receipt, Credit Memos). Entities Preferences

    • Under each entity’s settings you can force to reload images from the cloud.

    • Enable/Disable entity’s notifications.

    • Other settings specific to each entity.

More screenshots.

App Preferences About Vendor’s Settings Subscription Add user To Company

General Preferences
../_images/appPreferences.png
About
../_images/preferenceAbout.png
Vendor’s Settings
../_images/preferenceVendor.png
Subscription
../_images/preferenceSubscription.png
Add User to Company
../_images/addUserToCompany.png