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Settings

Setup YourTradebase

  • Using tags in your email templates
  • Subscribing to your calendar
  • Uploading your company logo
  • Creating and updating email templates
  • Adding your email signature
  • Switching between company accounts
  • Changing and adding tax rates
  • Updating your payment details
  • Updating your email address
  • Changing currencies and timezones
  • Changing where your billing invoices are sent
  • Changing which reminders you receive
  • Capturing extra customer info

Categories

  • FAQ
  • Quotes & Estimates
  • Jobs
  • Invoices
  • Manage your Team
  • Settings
  • Take online payments
  • Connect to Xero
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