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Administrator guide

Setup and day-to-day topics. Search finds a section, and the PDF is the same text.

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  1. Chapter 1IntroductionWhat the Admin area is, who can use it, and how this guide is organized.
  2. Chapter 2Getting startedA step-by-step checklist for setting up a new company.
  3. Chapter 3CompanyCompany details, preferences, numbering, and the rules that change how documents and stock behave.
  4. Chapter 4Users & SecurityUsers, roles and rights, sign-in rules, SSO and passkeys, and support access.
  5. Chapter 5ListsDocument statuses, profile lists, custom fields, sales tax, price books, item groups, locations, and list colors.
  6. Chapter 6IntegrationsConnections to shipping, card processors, web stores, EDI, tax, eSignature, automation, email, and calendars.
  7. Chapter 7TemplatesPrint forms, document email, labels, and screen layouts.
  8. Chapter 8AlertsAlerts and triggered events: emails, webhooks, and notes when documents are created, changed, or reach a status.
  9. Chapter 9DataImport from CSV, export lists, and review the audit log.
  10. Chapter 10Billing/SubscriptionYour plan, renewal, users and connections in use, add-ons, and pending approvals.
  11. Chapter 11QuickBooks syncConnecting QuickBooks Online and choosing what posts, how, and when.
  12. Chapter 12Troubleshooting and FAQAnswers to common questions and fixes for common problems.
  13. Chapter 13GlossaryTerms used in Invatrak and in this guide.