| Customer | Amount | Sold | Brand | Channel | Ad Name | Ad ID |
|---|
Automation — auto-send leads marked Sold / Paid into Production (New Order) after a delay. Set to 0 to turn this off.
minutes
Brands & Channels — one per line. These fill every Brand and Channel dropdown in the app.
Removing an entry only takes it out of the dropdowns — records already using it keep their value and keep reporting, shown as “(old value)” if you reopen them.
| Name | Access | Status |
|---|
Who can raise invoices — keep this on Admin only while you set everything up
and test. Your team's screens don't change until you switch it on. Invoices already sent to clients stay
payable whatever this is set to.
Companies (LLCs)
The company whose PayPal or Square account takes the money. Its name goes on the invoice and on the client's bank statement, so it must be the company actually making the sale.
| Company | Can invoice for | PayPal | Square |
|---|
Brand invoice templates
How each brand's invoice looks, where its link lives, and which address it is emailed from. Every brand in your Brands list appears here.
| When | Who | Action | What happened | IP Address | Device |
|---|