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General

The settings in this tab are crucial because they affect the functioning of the whole invoicing module. The page contains a set of parameters that allow you to set it up.

Instructions on how to configure the module are part of our training . If you have not undergone any training, we highly recommend that you acquaint yourself fully with all the settings.

 

Each parameter (ID) has the following structure:

ID The ID is unique and cannot be changed (not even in different localizations).
Description A brief description of a given parameter, including helpful hints
Value The currently set value of a parameter Values can be numerical, yes icon check ok / noicon check ko, or verbal.
icon edit Edit button - Display a new page with options to edit the value of a given parameter (Save / Back)

How to display client portal login credentials on an invoice

In Invoicing Settings Invoice Groups, while adding a new group (+ Add new group)...

How to change graphics of client portal

4 pre-defined templates are available in ISPadmin after its installation. Defaul...

Client cannot log into client portal

If a client fails to log into the client portal, these are the possible scenario...

Where can clients find their invoices?

In the Client portal in the Invocing section In their mailboxes (if their ...

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