Settings in SwiftlyBooks

Your company

1. Under Company, give your Legal name, Address and tax numbers as your documents print them.
2. Tick Registered for VAT once you are. Each line then carries VAT, and VAT returns appear.
3. Press Add a logo, and choose a PNG, JPEG or WebP picture: every document carries it.
4. Press Save details.

Switch something on or off

1. Find it in its group. Modules holds the extras, such as quotes, sales orders and recurring documents.
2. Turn its switch, or change its value. Unsaved marks each change.
3. Press Save changes at the foot of the page.

Where things are

• Approvals has a second approver for documents, and approval alerts on phones.
• Customers has overdue reminders by email and the days late to send them, and what happens When an invoice would take a customer over their credit limit: Warn, Stop or Don't check.
• Security can ask everyone, not only administrators, to sign in in two steps.
• Notification emails turns each email to your people on or off. Email notifications, under Users and roles, sets who gets each.

Good to know

• Books kept in and Financial year ends are fixed once anything is posted.
• Overdue reminders by email needs an Email for customers first, as replies go there.
• Download all your data, under Your data, gives every record as CSV files that open in Excel.

Related

• Users and roles
• Templates
• Plan and billing
• The set-up guide