Reports(2)

• Creating a new report
• Different types of reports

Invoicing(6)

• Show project on invoices or quotes
• Create an estimate
• Create an invoice
• Apply tax to invoice
• Add a shipping charge to invoice

Customizations(1)

• Print templates

• About tags

• About custom fields

• What you can customize

Importing / Exporting Data(3)

• Using Google Spreadsheet to import items
• Import CSV Data
• Export CSV Data

Account-related(7)

• Account deletion
• How to avail the "professional" plan subscription
• How to avail the "standard" plan subscription
• Downgrade of plans
• Upgrade of plans

Cloud & Sync(6)

• How to switch company or role?
• Logging out
• Login to different role
• Reset device data
• Resetting cloud data

3rd Party Tools(5)

• Dropsync
• Barcode Scanner
• How to use MobileBiz Co on a PC
• Google Drive
• Dropbox

Tips and Tricks(2)

• Alternative way to create PDF from Print as Html
• Synching sdcard mobilebiz-co folder

Troubleshooting(9)

• Cannot generate pdf invoice (PDF service not available)
• Synch issues on multiple devices
• How to handle "No such company" error
• No company logo on "print as html".
• Activation email not received.

Archive(0)

Uncategorized(0)