How to customise your profile

How to customise your profile

  1. Click the Settings tab in the left vertical menu

  2. Click Customisations.

  3. A customization menu opens.

  4. Choose one of three different invoice layout options and then 

  • add a logo, 

  • add a digital signature, 

  • choose a primary colour 

  • add invoice text  

        4. Click Save Customizations



    • Related Articles

    • Your Step by Step Build to Bookkeeping

      To make life easy, we've created a step by step guide to the Onlinetradesmen Bookeeping app. Your step-by-step Guide: How to create a Bookkeeping business profile How to customise your profile How to create your services and pricing How to create a ...
    • Track business performance

      Bookkeeping dashboard allows you at view your business income and outgoings briefly including a visual of  Payments Issued invoices Expenses Issued estimates Issued Advanced payments At this level you can also quickly create new invoices, estimates ...
    • How to create an estimate

      In most cases, you will start an engagement with a client by sending them an Estimate /Quotation. You have the option of doing this in a professional manner on the system also.  To create an estimate in the left vertical menu, select " Issued ...
    • How to create a Bookkeeping business profile

      Login to your Onlinetradesmen account and click bookkeeping in the top menu. This opens the Bookkeeping Tab. If you wish to proceed to use the platform please click ‘GO TO BOOKEEPING’ button. Welcome to your new Bookkeeping platform - helping you to ...
    • How to export documents

      Click "Business" icon in the left vertical menu. The "Export" window opens. Under the "Export" window, you can export different types of data for a desired period. Click on the export icon.