Entity Settings
Add your company information which is displayed on Quotes and Invoices
Every interaction with an end-customer is an opportunity to reaffirm your brand's value and make every touchpoint a best-in-class experience. MonetizeNow's Quotes, emails, and Invoices are the key points of visual interaction with an end-customer and we are keen to make those exceptional.
Set up is simple,
- Navigate to Settings > Entity Settings, and select New Entity. Link.
- Upload the logo and business information that will accompany your key end-customer interactions
- Optionally enter a Phone Number and VAT Number for the Entity.
- If populated, these values automatically appear on generated Quote and Invoice documents for any Accounts within that Entity.
You can create as many entities as you'd like to customize your MonetizeNow assets. We recommend one entity for each combination of business geography and sub-brand. This allows you to have different products, style, and currencies for each sub-business and create the exact experience you want for your end customers.
Updated about 19 hours ago