Archive for the ‘Customizations’ Category

Enabling CurdBee Alerts

Categories: Customizations

CurdBee offers three different alert services. Email Alerts come built in, and SMS Alerts and iPhone/iPad Alerts have to be enabled via CurdBee add-ons. CurdBee Alerts will send you notifications both when an invoice is viewed or paid, and when an estimate is viewed or accepted. Here’s how to use each of these services. Email [...]

Enabling the Purchase Order Number Field

Categories: Customizations

The Purchase Order Number field is only available to users who have already enabled the Expansion Pack add-on. See our support article on enabling Expansion Pack for more information on how to do this. If you are already an Expansion Pack user, please login to your account before following these steps. Head to Settings > [...]

Using Discounts, Taxes and Shipping charges

Categories: Customizations

You need to enable the Expansion Pack add-on to start using discount, tax and shipping features. If you have already enabled the Expansion Pack add-on, please follow these steps to add taxes, shipping and discounts to your invoices. Click on the Settings link from the dashboard and then select System Preferences from the side bar. [...]

Customizing Your Stationery

Categories: Customizations

CurdBee allows you to customize the look and feel of invoices and make them match your business stationery by adding your logo and colors. This article outlines the steps involved in customizing your outgoing correspondence. Select the Logo & Colors section under the Settings menu and you will be taken to the following screen. You [...]

Localizing Your Invoice/Estimate Statements

Categories: Customizations

You may prefer to invoice your clients in your own language or like to use terms relevant to your own business when invoicing. CurdBee by default supports Unicode encoded characters for all fields, which means you can enter client details, line items, invoice notes in any language you prefer. Further, it is also possible to [...]

Customizing Email Notifications

Categories: Customizations

Customizing Email Notifications is only available to those who have already enabled the Expansion Pack add-on. See our support article on enabling Expansion Pack for more information on how to do this. If you have already enabled Expansion Pack, please login to your account before following these steps. Click the Settings link at the top [...]

Using Your Own Domain

Categories: Customizations

If you don’t want to use the default subdomain provided by CurdBee for invoices and estimates you send, you can easily replace it with your own custom URL. Instead of directing clients to http://yoursubdomain.curdbee.com, you can just send them to http://yourdomain.com. Read on to see how you can get started right away! Change your domain [...]

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