USE CASES
45 articles
- My collaborators are not displayed, how come?
- I need to change the language on the platform every time I log in, why?
- How to change my agency's address on the platform ?
- The platform doesn't remember my login password, is that normal?
- The difference between "Admin" in team and project permissions?
- What is a paying user? Everything you need to know, step by step
- Why Invite All Your Collaborators?
- How to unarchive a user to restore their access to the platform ?
- 🇧🇪 Belgium-specific features on the platform : summary table
- I'm having trouble updating the progress of my phases
- Looking to create sub-phases on the platform ? Here’s how.
- The details of my project are not displaying in my fees
- How to set up flat fees for my project ?
- External service providers in a project : where to find them, what to do?
- How to calculate my fees by cost brackets ?
- I can't send an invoice from the platform
- How do I change the title of my invoice?
- I changed a client name but it does not appear on my invoice
- How do I update the numbering of my invoices?
- How to make a discount on the platform ?
- How to invoice between your entities?
- How to resume an invoice already passed in time?
- How do I edit my invoice header or footer?
- How to manage fee advances (retention/holdback) on the platform ?
- Your co-contractor invoices but you don't
- How to Handle an Overpayment from a Client