Search found 6 matches

by support
Sun Jul 12, 2020 6:11 am
Forum: Major Updates
Topic: July 12 2020
Replies: 0
Views: 74

July 12 2020

What Was Updated What did we change? We changed the System Settings section, Orders, & Invoices Areas Overall Design of System Settings Area The menu for System Settings is a tree view of each category. Granular Control over orders & invoices You can now change what non-administrators have access t...
by support
Sun Jul 12, 2020 4:58 am
Forum: Future
Topic: Planned Updates
Replies: 0
Views: 93

Planned Updates

Planned Updates We will try to list planned updates here along with their expected dates or timeframes. As always we try to push major updates at night typically after 12 am Central Standard Time. Email Settings We plan to redesign the email settings section to allow for easier creation of email te...
by support
Sat Jul 11, 2020 11:27 pm
Forum: Customers
Topic: Adding A Customer
Replies: 0
Views: 64

Adding A Customer

Adding A Customer In this post, I will be showing you how to add a customer. Adding a customer is very straight forward and easy and something that you most likely be doing often. To begin navigate to the customer's section located on the menu on the left side of the page. Once you are in the custo...
by support
Sat Jul 11, 2020 5:41 pm
Forum: Dashboard
Topic: Dashboard Overview
Replies: 0
Views: 63

Dashboard Overview

Depending on if you are an Admin or a Team Member with a user role you may notice a few different options in your dashboard. In the Dashboard you can see an overview of what's going on along with any notifications from Go Invoice It Team. If you are an administrator you will notice that there is a w...
by support
Fri Jun 19, 2020 1:59 am
Forum: Payments
Topic: Setting Up Stripe Payments
Replies: 0
Views: 122

Setting Up Stripe Payments

In this post, I will be going over how to allow your customers to make payments on their invoices. Here is the list of things we will be doing and the information you will need to make sure that you are able to accept and record payments from your customers. Setting Up Your Stripe Account Getting th...
by support
Wed Jun 17, 2020 4:29 am
Forum: Part Inventory
Topic: Creating A Part
Replies: 0
Views: 116

Creating A Part

Today we will go over adding a new part to your inventory. Adding parts to your inventory can greatly help in creating quotes quickly! To begin, navigate to your Part Inventory and click the button in the upper right corner of the page "Add Part" add-part-btn.png You should see a modal window displa...