INVOICES
AREAS
ALL
CLIENT MANAGEMENT
DATA
HOW TO
INTEGRATIONS
MISC
PURCHASING
SHARING DATA
TRIAL
ALSO ASKED
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What products do you offer?
#purchasing #discount #payment #buy #vat #credit #card #invoice #billing #subscription #dollars #euro #paypal #wire #transfer #tax #pricing #products #price #tutorial
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What subscription or plan is best for me?
#purchasing #discount #payment #buy #vat #credit #card #invoice #billing #subscription #dollars #euro #paypal #wire #transfer #tax #pricing #products #price #tutorial
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How to connect my first app?
#connect #xero #data #tutorial #getting #start #using
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Can I create multiple clients in Octoboard?
#multiple #client #users #groups #invite #admin #expert #viewer #roles #tutorial
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Do you support multiple user groups?
#multiple #client #users #groups #invite #admin #expert #viewer #roles #tutorial
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How to share data with clients and internal teams?
#sharing #data #tutorial
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How can I schedule a report?
#schedule #report #send #email #automatic #pdf #tutorial
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How to send automatic PDF report by email?
#schedule #report #send #email #automatic #pdf #tutorial
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How to create client portals with Octoboard?
#white label #client #portal #sharing #subdomain
Where can I find my invoices?
Every generated invoice will be stored in our system. Go to LEFT MENU > PROFILE > PAYMENT HISTORY to locate them. They can be downloaded in PDF format.
If you want your invoice to contain VAT ID, make sure you enter it when adding your credit card (payment method). For European businesses, our system will validate VAT ID against your company name.
