Learn Cobot

Better understand Cobot and how to make it work best for you. Find all set up and getting started information here.

Amanda avatar Carmem avatar Morgan avatar
96 articles in this collection
Written by Amanda, Carmem, and Morgan
Invoicing

Automatic Invoicing

Learn how to automate your invoices with Cobot
Amanda avatar
Written by Amanda
Updated over a week ago

Multiple Tax Rates and Currencies

Amanda avatar
Written by Amanda
Updated over a week ago

Accounting Codes

Track your revenue with accounting codes.
Amanda avatar
Written by Amanda
Updated over a week ago

Free-Form Invoices

Amanda avatar
Written by Amanda
Updated over a week ago

Prorated Invoices

Amanda avatar
Written by Amanda
Updated over a week ago

Sending Invoices to Multiple Emails

Easily send your member's invoices to a different billing email or to multiple emails.
Amanda avatar
Written by Amanda
Updated over a week ago

Invoicing Charges Before the Next Billing Date

Amanda avatar
Written by Amanda
Updated over a week ago

Changing Invoicing/Renewal Dates

Amanda avatar
Written by Amanda
Updated over a week ago

One-Time Charges and Credits

Learn how to add a one time charge or credit to your members accounts.
Amanda avatar
Written by Amanda
Updated over a week ago

Paying for Other Members or Employees

Amanda avatar
Written by Amanda
Updated over a week ago

Sending Invoices in Advance and Reminder Emails

This guide will show you how to send your member invoice previews or a reminder email prior to being charged.
Amanda avatar
Written by Amanda
Updated over a week ago

Adding Retention Rates to Invoices

Amanda avatar
Written by Amanda
Updated over a week ago

Creating Annual (Yearly) Membership Fees

Amanda avatar
Written by Amanda
Updated over a week ago

Companies Paying a Flat Fee for Their Employees

Amanda avatar
Written by Amanda
Updated over a week ago

Companies With Long-Term Leases and Employees

Amanda avatar
Written by Amanda
Updated over a week ago

Writing off Invoices

What does writing off on your invoices mean and best practices.
Amanda avatar
Written by Amanda
Updated over a week ago

Editing & Deleting Invoices

Learn how to edit or delete your member invoices and best practices.
Amanda avatar
Written by Amanda
Updated over a week ago