Account & Settings
Where should I set the default currency for my account?
Please follow these steps to set the currency type displayed by the system: Step 1: Select [Profi...
How do I configure automatic charge generation rules?
Please follow these steps to configure your charge and bill generation rules: Step 1: Select [Pr...
How do I set up overdue reminders for charges?
Please follow these steps to configure your bill overdue reminder rules: Step 1: Select [Profile ...
How do I set the number of days for advance generation of recurring charges/bills?
Please follow these steps to configure the advance reminder rules for recurring bills: Step 1: Se...
How should I add and manage my bank account information?
How to Add My Bank Account Information? Step 1: Select [Profile Icon] at the top of the page — [B...
How do I activate and connect my Stripe payment gateway sub-account?
Overall Process The entire activation process follows a three-step strategy: "Platform Guidance →...
How do I activate and connect my HitPay payment gateway sub-account?
Overall Process The entire activation process follows a four-step strategy: "Platform Guidance → ...
How do I configure date, time, and address formats based on my country/region?
Your country/region setting is a fundamental part of your account configuration. It ensures that ...
How do I enable the Google Maps auto-fill feature for address input?
To enhance speed and accuracy when inputting property addresses, you can enable the Google Maps A...
How do I create custom user roles and configure detailed operational permissions for custom roles
Custom User Roles allow you to create specific sets of permissions for your team members, ensurin...
How do I add a new sub-user (team member)?
To enhance collaboration, you can add multiple users to your company account, each with specific ...
How do I manage my team members (sub-users)?
After adding team members to your account, you can easily manage their access rights, account sta...
How do I create a property portfolio for easier permission assignment?
A Property Portfolio is a flexible grouping of properties that you can create to manage data acce...