Setting Up Your Account
Accounting
All your accounting software questions are answered here
How are Users Billed?
shopVOX Express. A shopVOX Express subscription includes 1 Full User in the Base Price Subscription of $99 per month. Each additional Full user is $19 ea per month for the regular Subscription. shopV…
Five challenges to consider when setting up your Account
This short article covers the 5 challenges most customers have faced in getting started with our system or any new system for that matter. We are here to assist when and where we can. Our goal is to…
shopVOX Work Flow - The Big Picture
Here is a visual representation on how to use shopVOX from beginning to end and how it maps to your own shop's workflow. Get the pdf here. ShopVOX Flowchart Example Workflows. Within shopVOX, the lis…
Leveraging External IP Addresses for Security
At shopVOX, we offer a robust security feature that allows users to enhance their protection by utilizing the External IP address. Whether you're operating within a corporate environment or from the…
Hide or Show Quotes & Sales Orders, Ordered Quotes, and Invoiced Quotes and Sales Orders
Go to Settings on the top menu bar to configure shopVOX to hide or show Quotes & Sales Orders, Ordered Quotes, and Invoiced Quotes and Sales Orders. On the side menu, select Transactions A window wil…
Add Your Logo and Company Info
It's really important that your company looks its best and you have all the right info when sending documents to your customers. Add your logo and company info by following these steps. How to Add Yo…
How to add Additional Charges to your Quotes, Sales Orders and Invoices
Go to Settings on the top menu bar to configure shopVOX to add additional charges to your Quotes, Sales Orders, and Invoices. On the side menu, select Transactions Scroll down the page to see options…
Terms and Conditions
Customize Terms and Conditions to fit the needs of your Business. Where do the Terms and Conditions print?. You can set Terms and Conditions for the following documents. Quotes. Sales Orders. Invoice…
Document's and PDF Settings
Choose what gets printed on transaction and job PDFs when exporting or emailing them. Choose " Settings " from the top tool bar. Select " Documents " from the side bar. The Documents Printing and PDF…
Group and Describe Jobs with Tags
Use tags to group jobs and other items in shopVOX together. Tags can be used to indicate the type of job like signage or screen printing. You can also use them to describe jobs. You can add as many t…
How to Change Password
To reset your password, follow these steps. Log out of shopVOX, and you should see the screen below. Click " Forgot your Password? " On the following reset screen, enter the email address you use in…
Forms: Customizing Forms in shopVOX
In today's fast-paced business environment, having a customizable and user-friendly software solution is essential for streamlining operations and enhancing productivity. shopVOX understands this nee…
Common Questions About Users
Here's a list of some of the most common questions we hear regarding adding users and team members to shopVOX. Common Questions. How do I disable a user? How do I re-activate a disabled user? Can I l…
Flagging a user as a "Sales Rep"
Follow these instructions to flag a user as a " Sales Rep ". Settings. Click the Settings icon on the upper right-hand side of your screen Click Team , then Users You can either Add New User or you c…
