Settings

Settings

• Signing Up, Logging In and Resetting User Name and Password
• Billing Rates (Labour / Time)
• Company Information
• Email Templates
• Quote Settings
• Invoice Settings

Staff Members

• Creating new Staff Members
• Staff Member Notifications
• Deactivating & Reactivating Staff Members

Price Lists

• Creating Price List Items (Materials)
• Importing a Supplier Price List
• Deleting & Archiving Price List Items

Document Themes (Display)

• Document Themes - General overview
• Document Themes - Invoices tab
• Document Themes - Quotes tab
• Document Themes - Purchase Orders tab

Subscription & Billing

• Tradify's Billing Terms
• Tradify Subscription Invoices
• Upgrading to a Paid Subscription
• Updating your Subscription User Count
• Cancelling your Tradify Subscription