Your account, business profiles, and plan
How do I add a business profile and switch between businesses?
Keep customer documents and defaults separate for each business you run.
How do I check a lifetime plan or get help with a deal code?
Check your current plan and use the instructions supplied with your particular lifetime purchase.
How do I set my billing currency and number format?
Choose how currency amounts are written, such as the placement of separators. Formatting changes how an amount looks, not what it is worth.
How do I set the default due date for new invoices?
Set a payment term so new invoices start with a due date relative to their issue date.
How do I change the date format on documents?
Set a consistent date format on new documents.
How do I add my business logo to customer documents?
Show your business logo on customer documents.