Personalize Your Account

Thank you for trusting us to help grow your direct sales business! Now that you’ve signed up what next?

Please take the next 5 minutes to setup you account settings. These settings will only need to be setup once but will be used to tailor the application to your preferences.

1. Set your company settings. These settings will show up in invoices that are sent to your customers.
2. Select your preferences for invoices and purchase orders.
3. Setup your email addresss
4. Verify the finance settings are correct for your business. Some things there are commonly updated are the tax you charge and the payment methods.
5. If you would like to offer your customers the ability to pay your invoices using Square for invoicing or manually process payments yourself, connect your account here.
6. You can edit your email templates sent to your customers when you send invoices and when they are paid.