App Walkthrough Part Two: Settings

What is Alto E-Invoicing?

Invoice & Estimate with Alto is a powerful tool that helps entrepreneurs manage the invoicing process. It addresses the challenges that today’s users face by ensuring the secure and efficient exchange of documents with your business partners and clients.

Alto e-invoicing is user-friendly, combining many useful features with advanced functionality. This series will walk through the app and explain them.

Settings

Alto Settings

The Settings View lets you customize important features of Invoice & Estimate with Alto, such as Invoice Settings, Payment Notifications, Payment Methods, and Expense Settings.

But let’s start with the basics: Profile, Company Info, Invoice Settings, and Team Members.

Alto User Profile

Profile

This is your account information, and also where you change your password, if necessary. The profile photo you add here will be visible on the Team members screen.

Alto Company Information

Company Info

This is the information that is displayed on your invoices. The company logo, like you profile photo, is added from your photo library.

Alto Team Members

Team Members

The list of team members allows you to quickly call or message anyone on your list.

To add a member to your team, simply invite them, and assign them one of three levels of access privileges. Admin allow that team member to edit all information in your account, from settings to invoice data. Normal excludes the managing of company info, team members, and defaults. Timer restricts them to adding times and expenses to tasks.

Alto Invoice Settings

Invoice Settings

This is where you configure the variables used to generate your invoices, as well as their appearance.

Start by choosing from one of seven design Templates, then set your default Hourly Rate. The hourly rate can be customized on individual invoices as needed.

Your default Currency can be set to any recognized world currency,  including Bitcoin. The system allows customers to pay in their preferred currency via an automatic converter, which updates conversion rates based on a chosen frequency.

Add up to two different Tax Rules to your invoices, to accommodate different billing for different product types.

You can include several types of Notes on your invoices, as well as setting a specific “Invoice Due” date.

Email Templates let you create default messages for sending estimates, invoices, reminders, and thank you emails to customers. More than 20 data variables – such as Client Name, Project Title, Invoice Total – can be included in the templates, making client communication a s simple as one click!

Finally, the Advanced option lets you edit the sender name that appears on your emails, and whether to send emails from the app or from your phone’s Mail app.

And with these defaults set, Invoice & Estimate with Alto is ready for you to add clients and create invoices.

Invoice & Estimate with Alto was built for Freelancers, Consultants and Small Businesses, by a creative team of Freelancers and Small Business makers.

Create your free account today and discover why 30,000+ Freelancers and Small Business Owners love Invoice & Estimate with Alto.