InvoiceSherpa - Settings Tab

The "Platform Settings" tab in InvoiceSherpa offers you an essential overview of various account configuration options.

This includes:

  • Company Information
    • This feature empowers you to easily update your company logo and refine essential business details.
  • Account Settings
    • This functionality grants you the ability to personalize your account information, including language preferences, timezone settings, and preferred currency.
  • User Management
    • This feature enables businesses to efficiently control and manage team access, ensuring effective user permissions and secure data handling.
  • Plans and Billing
    • This section provides you with easy access to your billing information and enables efficient management of subscription plans.
  • Payment Settings
    • You have the flexibility to finely adjust invoicing preferences and customize payment methods according to your specific requirements.
  • Payment Integration
    • This feature empowers you to establish a smooth payment gateway, ensuring a seamless transaction experience between you and your valued customers.
  • Accounting Connection
    • The feature is currently accessible to QBO Online customers, and support for other platforms will be introduced shortly.

In summary, the "Platform Settings" tab equips you with a wide array of comprehensive tools to enhance your InvoiceSherpa experience significantly. This includes seamless invoice management, streamlined payment processing, and effortless synchronization with your preferred accounting systems, all working together to optimize your workflow efficiently.

Settings Tab

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us