Veeqo

Templates

Creating, editing and optimizing different brand identities in Veeqo

Company Branding

A guide to explain the options available for printing templates in Veeqo.

Editing your Printing Documents

Use this article to understand what options are available for invoices and how to edit them.

Invoice Options

Use this article to find out what customizations are available for packing slips.

Packing Slip Options

Use this guide to find out customization options for pick lists.

Pick list Template Options (US)

Use this article to configure the template for integrated invoices and shipping labels.

Invoice and Shipping Label Options

Use this guide to find out customization options for integrated packing slip and shipping labels.

Packing Slip and Shipping Label Options

Printing Templates

Email Template Overview

Email templates

Status Page

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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