• Change your business name in an existing account

  Change your business name in an existing account Did your business name change? We will show you in a few simple steps how to change these in CoManage for new documents and how to change your company name in existing documents. Change business name Click on your profile icon and then "team" in the lower left corner Scroll to the section "Business info" and update the field "Business name". Change business name (https://storage.crisp.chat/users/helpdesk/website/9449cf8917f7b800/scFew readers

• Changing your bank account information in CoManage

  How to change your bank account information in CoManage? If you have a new IBAN account number, you can easily change it on you team page. Left click on your profile and then "Current team". Then you get your team page where you can scroll down until you see "business info". Change the IBAN number under "Bank account". Check if the new account number is visible on the PDF of your invoice. Change your bank account information on your team page (hFew readers

• Where can I find the invoice of my CoManage subscription?

  Where can I find the invoice of my CoManage subscription? When you have a paying subscription, you will of course receive an invoice from us! You can find it automatically after each payment on your subscription page. Click on your profile icon and then on "subscription". then your subscription page opens and you can scroll to the "invoices" section click this section (if needed) and download your invoice via the actions buttons Download the invoice via the actions button (https://storageFew readers

• Preventing emails containing invoices from ending up in the spam folder

  It sometimes happens that mail services flag your email as spam, causing it to end up in the spam folder. This means there are instances where a customer might not receive your initial invoice but receives a reminder promptly because the latter email isn't identified as spam. That's why we've compiled some tips to decrease the chances of your email being marked as spam. Use Mail Tester to Check Your Email You can test your email's spam score at mail-tester.com (https://www.mail-tester.coFew readers

• How can I get all my documents to my bookkeeper from CoManage?

  CoManage is not a tool for the managing of your own tax return, but it is possible to collaborate with your accountant. You can easily forward your files to the accountant or you can link CoManage to the partner account of your accountant, allowing the accountant himself to view and export the files. With CoManage you have several methods you can work with for sending data to the accountant: Direct integration with Exact Integration via Codabox Automatic sending to an e-mail address CFew readers