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Understanding your Account Header

The Header: Your Gateway to Navigation Tricks


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  • Hamburger Menu: With the hamburger icon you can customize your system for a more compact view or leave it open to see exactly where you're going.

  • Company Logo: Our company logo at the top of your page will also navigate you back to your dash.

  • Search: Use the search bar to search customers, invoices by number, as well as estimates.

  • Register Select: This is where you will select your register, you can change registers, open the cash drawer. Once you have a register selected it will display your current register.

    It is possible that this section shows "Checkout" this is because you currently only have one register and no cash drawer connected, no worries this is fine.

  • Quick Access: This button is a quick way to access various key areas within the system, add customer, create an invoice, book appointments, and accept payments.

  • Account Settings: Edit your User Account & Phone Settings, adjust your Payment Options, and view your billing history.