• Setup your company data

  Setting up company data in CoManage Setting up your invoicing data Naturally you want to have those data that show up on your invoices to be correct from start. You can update your VAT number, contact data and other company info on your team settings page. Uploading your logo You can add your own company logo to your offers and invoices. You canSome readers

• Migration services CoManage

  Would you like to switch from another administration tool such as Billit or Teamleader to CoManage? This doesn't have to be difficult. And certainly not with our migration service that you get offered for free if you go for a StarterPlus or Pro subscription. What do you get in the migration service: All your contacts are transferred to CoManage for you. Your products/services will be added to CoManage for you. All you have to do is mail the Excel or csv files containing this inFew readers

• Adding terms and conditions

  In CoManage, you easily add your terms and conditions so that they are always attached to the pdf of your invoice, quote, credit invoice or order. Setting the terms and conditions Click the wheel at the bottom left of your CoManage screen to go to settings. Then click 'invoice settings'. Then go to the heading 'terms and conditions'. Here you add your terms and conditions for invoices. You can choose in how many columns you want to show the text. Also, you can ask AI for helpFew readers

• Invite team members

  | New: Add extra view-only team members to your CoManage account! These team members can be added to projects and time time trackings by you. They also have viewing rights to everything in your CoManage account. If you want to give these team members specific rights or work together with them, you will have to pay for this extra team member. Team overview The team overview displays your team, and allows you to add new members. Je can give your team members 'Some readers

• Create your first customer

  Add your first contact Creating a contact In your contact overview you see a list of all your existing contacts. There are also overviews specific to customers and suppliers. CoManage makes a distinction in the following ways: Person - a person is only displayed under a company Company - this is a full contact (possibly with persons in it) A contact can be supplier or customer (or both). You can add a contact by clicking on the button 'new contact' in the overFew readers

• Create your first cost

  Create your first cost Cost overview The cost overview page works similarly to the invoice overview page. There's a list of your costs which you can filter and sort. You can create your first cost by clicking on the button "new cost". The next page lets you fill in your cost details. You can choose to start with the form, or to start by adding an image / pdf file of your cost / invoice. You can setup the following data for your cost: enter a title connect toFew readers

• Create your first invoice

  Create your first invoice Invoice overview In your invoice overview page you see a list of all your invoices and concepts. You can filter on the following: status year / quarter / month You can create your first invoice by clicking on the button labeled "new invoice" in the overview page. The following screen will allow you to specify the invoice details. add a title connect your contact choose a status choose a template choose a due date choose lFew readers

• Create your first offer

  Create your first offer in CoManage Offer overview In your offer overview you can find a list of all your offers and concepts. You can filter them on: status year / quarter / month You can create your first offer by clicking on the button labeled "new offer" in the overview page. The following screen will allow you to specify the offer details. add a title connect your contact choose a status choose a template choose a due date choose language andFew readers

• How to create an invoice template with our invoice generator

  Create PDF template Changing the lay-out of an invoice To create a new PDF template, navigate to invoice settings and click on PDF templates. If you have not yet created a template, the system will let you choose between one of the six default templates to determine the position of your logo, invoicing information and customer information. These optiSome readers