Billing, users and settings

Invoices, people, roles, notifications and your plan.

• How do I create an invoice for a client?Set up a billing firm once. Then open Invoices and click Generate Invoices to bill finished work, or click New Invoice to type one. GST is worked out for you.
• How do I add a person and give them access?Open Users, click Add User and fill in the form. Choose one or more roles. You can also give one person an extra permission, or stop a person from signing in.
• How do I choose which notifications I get?Click the bell, open Notifications and go to the Preferences tab. For each kind of alert, choose Instant, Digest or Off. Admins can also change the firm-wide rules.
• What happens when my trial or plan ends?When a trial or plan ends, DueFiler becomes read-only. You can still see and download everything, but you cannot add or change anything. Contact your account administrator to renew.