Fidoo account settings
- Section Settings – Company – Fidoo account.
- In the Generate automatic statements box, click Change settings.
- Click on
to turn on the settings option. - Select the format, frequency and method of sending and Confirm.
Setting up invoice sending
- Section
Settings – Company – Billing
- Click
to activate/deactivate sending invoices by e-mail - Select who will receive the invoice by email by ticking the key role, selecting a user or entering an address and Save your changes.
Setting up personal billing
- Section Settings – Company – Personal billing.
- Select the frequency of personal billing and Save.
Note
When you close a personal statement, a new one will automatically open with the date you set (beginning of the week, beginning of the month or the next day).
Statements will be sent to you according to the method you have chosen and will also be saved in the application in the Corporate Finance – Fidoo Account – Statements tab.