Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Auto Numbering

You can choose to set up prefixes and initial numbers in areas like Invoices so that you can easily track your invoices once you start using Ascora.

For example, you may set up an invoice prefix ASC and initial number 500 which means that invoices with number series ASC500 up are the ones created in Ascora.

Note: You can also  set up prefixes and initial numbers for other areas such as Quotes, Jobs, and Purchase Orders.

...

It is important to note that you must first gather your email settings which you will need during the initial set up and if you need assistance in obtaining such information, please contact your Email provider.


Email Options

Depending on which email account you connected to Ascora, you may or may have the ability to send from alternative email addresses. For example, you may want your quotes sent from a unique email address while all of your invoices and statements are sent from a different email address.

In the following example, we configured it to have quotes sent from the user who is logged in while we have jobs and purchase orders sent from a unique email sender.


Image Added


Reference: If you want to connect your Gmail account, please go to How to set up your Gmail account on Ascora and send emails from a different Email Address user guide for detailed instructions.


SMS Settings

This is where you can add a mobile number or email address to receive SMS replies.

...