Your account, business profiles, and plan
How do I request account closure?
Ask support to review an account closure request and its scope.
Where do I find notifications and choose which updates I receive?
Use separate choices for in-app alerts and notification emails.
How do I reset my password or recover account access?
Use the sign-in recovery flow if you cannot access your account.
How do customer limits work, and what are my options?
Check the customer allowance before deciding how to add more contacts.
How do I download a receipt for my Invoice Crowd subscription?
Download the receipt for a payment to Invoice Crowd itself.
How do I change my plan or cancel its renewal?
Review the new price and the date a change takes effect before changing your plan.
How do I check my plan, renewal date, and usage limits?
Review what your account includes and when its current paid period ends.
How do I set up a custom domain for customer documents?
Connect an eligible business’s customer documents to a domain you control.
How do I customize customer pages and add a business signature?
Choose a customer-page style and an authorized business signatory.
How do I change the address, tax ID, and contact details on documents?
Update the business details that new customer documents start with.
How do I switch between light and dark mode?
Use the theme control to choose the app appearance you prefer.
How do I update my profile and sign-in details?
Keep your personal account profile separate from the business identity printed on documents.
How do I show or hide optional tools in my business workspace?
Make purchase orders or vendor portal setup available in this business’s workspace.
How do I change the app language?
Choose your app language separately from the languages used for customer pages and emails.
How do I set up two-factor authentication?
Protect sign-in with an authenticator app or a one-time code sent to your registered email.