How Do I Set Up My Initials for Invoices?

How Do I Set Up My Initials for Invoices?

If you notice that the 'By' column on invoices is blank, then that means you have not set up your initials. Each user at the firm will want to fill these in to avoid confusion.
  • Go to your My Settings



  • Under User Profile, fill in the initials field



  • Click on the blue Save Changes button to save



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