Articles

 Account Details

Users can manage their client account information under Account > Account Details. Name -...

 User Management

A user designated as the client account "owner" or a user with full permissions can manage who...

 Payment Methods

Clients can pay invoices using debit and credit cards (Payment Cards), and Bank Transfers (ACH...

 Contacts

Contacts are individuals listed to receive correspondence addressed to the client. Users with...

 Account Security

Options such as external Single Sign-On can be managed under Account > Account Security....

 Email History

A complete history of the emails we have sent to a client can be accessed under Account >...