Account and billing

This section covers your account itself rather than the tools inside it: the details that appear on customer-facing documents, who on your team has access to what, and your subscription with Simplified.

What this section will cover

• Business details, including the legal and policy information shown to your customers
• Your customer-facing profile
• Inviting your team, and what each permission level allows
• Team profiles: the people your customers see named on quotes and proposals
• Your Simplified subscription and invoices

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These pages are being written.