Go365 Support and Knowledge Base
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Manage Your Account
Invoices & Quotations
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How to enable multi-factor authentication on your account.

Category: Manage Your Account

Multi-factor authentication (MFA) is a security feature that helps protect your Go365 account and yo...

How to add a customer

Category: Invoices & Quotations

Customer is anyone you might issue an invoice to, provide a service to, or sell a product to. Essent...

How to delete your Go365 account

Category: Manage Your Account

The steps below will delete all records for all businesses which are associated with your account as...

Linking/unlinking your google account from Go365

Category: Manage Your Account

Besides signing in to Go365 using a combination of an email address and password, you may choose to ...

How to sign up for a Go365 account?

Category: Manage Your Account

You can sign up for a Go365 account either using a combination of an email address and password, you...

How to add multiple companies to a single Go365 account.

Category: Manage Your Account

If you manage than one company, Go365 allows you to maintain each company individually within a sing...

How to end a recurring invoice

Category: Invoices

Click Sales in the left navigation of your screen Click on Recurring Invoice. Find the recurring in...

How to create recurring invoice

Category: Invoices

Recurring invoices helps you save time, and ensure you always get paid on time. Here's how you creat...

How to record a payment

Category: Invoices

Once you receive the payment for your invoice, you can record the payment through the following step...

How to create an invoice

Category: Invoices

Go365 makes creating and sending invoices to your customer easy. Click Sales in the left navigation...

How to convert a quotation to an invoice

Category: Quotations

After your customer accepted your quotation. Creating an invoice is the next step. Go365 makes it ea...

How to add a product or service

Category: Invoices & Quotations

A product or service in Go365 is anything you sell that might bring you income, or anything you purc...