How to log in to Details
How to log in to Details To access details, you need: your details login URL your username your password Your details administrator will create your…
SETTINGS
Browse help articles in SETTINGS.
Add a QR Code to Your Invoice Layout (for SEPA Payment)
Add a QR Code to Your Invoice Layout (for SEPA Payments) You can add a SEPA payment QR code to your invoice PDFs. Your customers…
User Access & Permissions and ‘Booking-only’ Users
This article explains how Hide Module Sections works in SETTINGS / USERS and how to configure user access correctly, including a recommended setup for…
How to generate Invoice Reminders
This help will show you how to navigate through the "INVOICE REMINDER" section of the ACCOUNTING menu. 1) To create a new run of invoice…
User Management & Profile Settings
This article explains how to create, edit, and remove users, and how to manage the main profile settings available for each user. Note: Only users…
Managing Booking Statuses
Any user may customize the client's booking settings in SETTINGS / BOOKING / BOOKING SETTINGS.You might ADD, EDIT or REMOVE any booking setting: * to…
Invoice Layouts
This article explains how details uses layouts to define the structure, numbering, and default behaviour of financial documents. The focus of this article is on…
Settings / Sharing Menu
On the SETTINGS / SHARING page you can currently find 1) the embed script for our online request form You will find it here: How…
Label Settings
On SETTINGS / LABEL different settings concerning the label modul on ''details'' can be added and customized. There are the subtabs Label Settings & Licencing…
Accounting Settings
On Settings / Accounting you can add and customize settings related to ''details'' / ACCOUNTING such as Money Accounts, Tax Types and Cost Groups.Money Accounts…