How do Contractor Profiles work?

You can change company information on invoices, box labels, packing slips, and work orders using Contractor Profiles. Using the Premium plan, you can create these profiles in My Account > Contractor Profiles.

Create a Contractor Profiles by:

  1. Head to My Account
  2. Click on Contractor Profile
  3. Enter in the information for this profile
  4. Click Save

To use a Contractor Profile:

  1. Edit an invoice
  2. Click on the "Profile" drop-down
  3. Click Save

 

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