Account Settings
15 articles
- Plans and BillingEverything to do with your Qoblex subscription lives on one page: the plan you are on, your payment method, your past invoices, and the controls that change or end the subscription.14 min
- Upgrade, Downgrade and Payment ResultsChoosing a new plan on the Upgrade / Downgrade page ends with your browser being sent to a payment provider and back again, and where it lands you (a success page, a failure page, or back on your existing plan) is not always obvious.9 min
- Payment TermsA payment term is a reusable rule that decides when a customer owes you money, or when you owe a supplier.8 min
- Company InformationCompany Information holds your organization’s identity, the billing addresses printed on your documents, and the account reset tool that clears all of your data.9 min
- Your Profile and SecurityYour own profile holds the personal side of your Qoblex account: your display name, your email address, the actions that protect your login, and the language you see the app in.5 min
- Advanced Branding (.docx templates)If you want more control over the customization of your templates, such as fonts, font size, color, and page layout, Advanced branding is the solution.5 min
- Branding and CustomizationIt’s crucial for every business to have the freedom to adjust the software according to internal procedures and industry practices, especially when it comes to documents, order numbers, email templates, etc.6 min
- CurrenciesQoblex has native support for multiple currencies and offers you several ways to manage them.1 min
- Custom templatesEvery business has its own requirements when it comes to information displayed on invoices, packing slips, purchase orders, and other documents.6 min
- Email Authenticationcom . If emails are sent from a user’s domain without authorization, it will lead to emails being flagged as Email Spoofing by most email servers.2 min
- Inventory and WarehousesQoblex has native support for multiple locations and also allows you to have different units of measure and to buy and sell an item in more than one unit of measure.2 min
- Multi-factor authenticationMulti-factor authentication (MFA) provides a second layer of security that stops anyone else from accessing your account, even if they know your password.For security reasons, we recommend you install the authenticator app on a different device than the one you use to access Qoblex. This is especially important if you share the device you use to access Qoblex with others. For example, if multiple individuals use one desktop computer, installing the authenticator app on it could allow one user to authenticate another user’s login fraudulently. To avoid this, we recommend you install the authenticator app on a different device.2 min
- Qoblex API accessThis article outlines how to use our API access.1 min
- Qoblex TrialsThis article describes the Qoblex trial period1 min
- Tax settingsThis article gives an overview of tax management within Qoblex. The system allows you to create, edit or delete tax rates and configure the default behavior.2 min