Clara Gobrecht

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Activity overview

Latest activity by Clara Gobrecht
  • Clara Gobrecht created an article,

    How to manage ledger access

    Available in all our packages from admin user: in Free Trial, Free Plan, Full Subscription and Add-ons Check-it or Chase-it.   💡 You need to be an admin user to be able to add users and give ledger...

  • Clara Gobrecht created an article,

    How to manage email notifications

    Available in all our packages: in Free Trial, Free Plan, Full Subscription and Add-ons Check-it or Chase-it.   You can manage the notifications you receive from the platform for each user. 1. What ...

  • Clara Gobrecht created an article,

    How to stop customers from receiving automated reminders

    Available with a ledger connected in the Free Trial, Full Subscription and Add-ons Chase-it   1. Pausing customers' full account or just specific invoices You can prevent customers from receiving r...

  • Clara Gobrecht created an article,

    How to use the initial chase?

    Available with a ledger connected in the Free Trial, Full Subscription and Add-ons Chase-it   1. What is the initial chase? The initial chase is a one-time bulk reminder sent to every overdue invo...

  • Clara Gobrecht created an article,

    How to manage expected payment dates?

    Available with a ledger connected in the Free Trial, Free Plan, Full Subscription and Add-ons Check-it or Chase-it   In Know-it, expected payment dates allow you to keep track of exchanges you've h...

  • Clara Gobrecht created an article,

    How to send invoices and statements to customers

    Available with a ledger connected in the Free Trial, Free Plan, Full Subscription and Add-ons Check-it or Chase-it   1. How can you send invoices and/or statements to your customers? By default, ev...

  • Clara Gobrecht created an article,

    How to manage your Chase-it templates

    Template personalisation is available with a ledger connected in the Free Trial, Free Plan, Full Subscription and Add-ons Check-it or Chase-it   When you get started on the platform, Know-it will p...

  • Clara Gobrecht created an article,

    How to update my user details

    Available for all users   You can easily update your user details via My Account > Account details  💡 For users with different accounts/ledger access: Those details will be updated through the diff...

  • Clara Gobrecht created an article,

    Filtering Your Companies By Rating

    You can now easily view the risk levels of all your companies at the top of the “My Companies” page.   To view this page, navigate to the “My Companies” tab:   Here you will be able to clearly see...

  • Clara Gobrecht created an article,

    F.A.Q : General

    Q: Is Know-it Cloud-Based?  A: Yes, Know-it is cloud-based. You can access your account from anywhere, and from any device if you have the login details and password.    Q: What is the Marketplace?...