Company SettingsSubscription Cancel Paid Subscription 1. Click on Company Settings 2. Click on Subscription > Billing and Plans 3. Click…AdminApril 6, 2026
Company SettingsSubscription Access Subscription Invoices 1. Click on Company Settings 2. Click on Subscription > Billing and Plans 3. Scroll…AdminApril 6, 2026
Company SettingsSubscription Switch to Paid Subscription 1. Click on Company Settings 2. Click on Subscription > Billing and Plans 3. Click…AdminApril 6, 2026
Company SettingsIntegrationsStripe Stripe Integration 1. Click on Company Settings 2. Click on Integrations 3. Click on Stripe.AdminApril 6, 2026
Company SettingsIntegrations Request Verification 1. Click on Company Settings 2. Click on Integrations 3. Click on Request Verification. Check…AdminApril 6, 2026
Company Settings Enable and Edit Email Templates 1. Click on Company Settings 2. Click on Configurations 3. Click on Email Templates 4.…AdminApril 6, 2026
Company SettingsTemplates Download the Mobile App 1. Click on Company Settings 2. Click on Mobile App 3. Click to Download from…AdminApril 2, 2026
Company SettingsTaxes Configure Taxes 1. Click on Company Settings 2. Click on Configurations 3. Click on Taxes 4. Add…AdminApril 2, 2026
Company Settings Configure Sequence 1. Click on Company Settings 2. Click on Configurations 3. Click on Sequences 4. Change…AdminApril 2, 2026
Company Settings Create a Custom Role 1. Click on Company Settings 2. Click on Roles 3. Click on New Role 4.…AdminApril 2, 2026