Category: Robocube Accounting
How to change invoice/quotation template?
1.Choose Settings and click Account 2.Click Template 3.Choose a template you want and click active
How to add bank detail on invoice/quotation?
1.Choose Secondary and click Payment Methods 2.Open the payment method you want If have new payment method, you can: 1.Click Add New 2.Fill in the details and click save
How to change accounting tax?
1.Choose Settings and click Accounts 2.Click Tax 3.Change accounting tax and click save
How to change invoice template?
1.Choose Settings, click Account 2.Click Template 3.Choose a type you want and click Activated
How to change E-menu theme color?
1.Choose Settings, click General 2.Go to Webapp 3.Choose a color you want and click save
How to invite system admin?
1.Choose Settings, click Admins 2.Click Invite Admin 3.Fill in email and click send
How to send invoice via WhatsApp/SMS/Email?
1.Go to Accounts, click Invoices 2.Choose a invoice and click the button you want to use
How to create first invoice?
1.Choose Accounts, click Invoices 2.Click Add New 3.Choose a customer 4.Fill in all the details and click Save
How to import data by Excel?
1.Choose Settings, click Migrate 2.Choose a type you want to import 3.Click download sample excel file to file in all the data 4.Click choose file to upload your file and click import