Company Settings Page - v2
Here you'll find out how to enter all of YOUR company's information and much more!
Enter all your company's contact information is easy! From the Main Page of your Paythepoolman account, click on the gear/cog icon located on the ...
Fri, 27 Jun, 2025 at 10:29 AM
Add that next level of professionalism. Upload your logo to your account and they will appear on your invoices, in the Payment Portal, and on door hanger em...
Fri, 27 Jun, 2025 at 10:29 AM
In order to add taxes to invoices for sales and services - you need to set up your tax rate(s). First create your tax rates and then you can assign them to ...
Fri, 27 Jun, 2025 at 10:29 AM
Your Auto Billing Settings are completely customizable! 1) To begin, navigate to the COG icon in the upper right hand corner of the Main Screen in you...
Fri, 27 Jun, 2025 at 10:30 AM
From this page you can set up credit card, debit card, and ACH charging for your customers. Stripe.com is the credit card processor we use. You can go ...
Fri, 27 Jun, 2025 at 10:30 AM
Set up your Payment Portal. This affects the page that customers will navigate to in order to view their invoices, bids, and payments. If your Stripe ac...
Fri, 27 Jun, 2025 at 10:30 AM