After you sign up for a WorkingPoint account, you set up your account settings, such as your company information, who can access and administer your account, and default preferences, including the start of your fiscal year, invoice preferences, and the accounts to use as default accounts.
In Settings, if you are the account administrator, you can:
Manage your account—Here you can view your Login Page URL and the date you created your account. This is also where you change your account plan, update your billing information, and cancel your account. More
Manage your users—Add new users, edit and delete existing users, and change user names and passwords. More
Update your user settings —Your user settings include the details about you as a WorkingPoint user. This is how we will contact you and how you will log into the system. More
Manage your company information—This section includes information that will appear on invoices and other documents that contain details about your company. You can enter your company name, address, and company contact information, such as email address and phone number, and upload your company logo to put on invoices and quotes. More
Set your account preferences —Customize the way WorkingPoint works for your business, including setting the month your fiscal year begins and the currency symbol for your country. More
Customize your invoice and set invoice defaults—These defaults will appear on invoices, but you can change override them on the invoice. You can select payment terms WorkingPoint will use to calculate the due date on an invoice, enter standard Terms & Conditions, and type a standard email message to send to a customer when you email an invoice. You can also customize your invoice by selecting the date format, typeface, whether you want to show tax or not, determine the invoice heading you want to display on invoices, and enter your motto/headline. More
Configure
your PayPal payments settings*
With PayPal Payments, you can give your customers the option of paying
you using PayPal by setting up options to include a link or button on
emails or invoices and bring in those payment transactions to WorkingPoint
automatically. More
Set your default accounts—WorkingPoint requires that certain types of funds be tracked, such as sales tax and shipping charges. For each type of fund, you must choose the default account WorkingPoint will use to track the funds. For example, when you enter shipping charges on an invoice in the “Enter Charges Shipping $” field, WorkingPoint records the shipping revenue in the account you select to track shipping charges. You can use the predefined Revenue:Freight account or any other account. Choosing default accounts in Settings helps to keep your books in balance. More
In Settings, if you are not the administrator of the account, you can:
Update your user settings—Your user settings include the details about you as a WorkingPoint user. You use this information to log into your WorkingPoint account and we use this information to contact you. Here you can edit your login details and set your time zone. More
Can more than one User log into my WorkingPoint account at the same time?