Find answers, learn features, and get the most out of Nubeso
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Learn how to sign up for Nubeso and set up your business profile.
Click "Get Started" on the homepage, enter your email, create a password, and follow the setup wizard to configure your business details.
Configure your business location, timezone, and basic settings.
Navigate to Settings → Business → Locations, click "Add Location", and fill in your business address, timezone, and operating hours.
Add employees and assign roles and permissions.
Go to Team → Employees → Invite Member. Enter their email, select a role (Admin, Manager, Employee), and set their permissions.
Process your first sale using the point of sale system.
Open the POS module, add items to the cart, select payment method (cash, card, crypto), and complete the transaction.
Generate and send professional invoices to customers.
Navigate to Billing → Invoices → New Invoice. Select customer, add items/services, set payment terms, and send via email.
Bulk import customers from CSV or other systems.
Go to Clients → Import. Download the CSV template, fill in customer data, and upload. Map fields and click Import.
Change from Starter to Professional or Enterprise plan.
Go to Settings → Billing → Change Plan. Select your desired plan, review pricing, and confirm. You'll be prorated for the current billing period.
Cancel your subscription or move to a lower tier.
Settings → Billing → Cancel Subscription. Your access continues until the end of your billing period. Data is retained for 90 days.
Change your credit card or payment information.
Go to Settings → Billing → Payment Method. Click "Update Card", enter new payment details securely through Stripe.
View billing history and understand charges.
Settings → Billing → Invoices shows all past invoices. Each invoice details your subscription, add-ons, taxes, and payment date.
Reset forgotten password or change existing password.
Click "Forgot Password" on login page, enter email, and check for reset link. Or go to Settings → Security → Change Password when logged in.
Get help and insights from the built-in AI assistant.
Click the AI icon in the bottom right corner. Ask questions like "Show me this month's revenue" or "Create an invoice for John Smith".
Track stock levels and get low-stock alerts.
Navigate to Inventory → Products → Add Product. Set initial stock quantity, enable low-stock alerts, and configure reorder points.
Save time with reusable project templates.
Open Projects → Templates → New Template. Define tasks, milestones, team members, and save. Apply template when creating new projects.
Track time spent on tasks and generate invoices.
Start timer from any task or project. Mark time as billable. When creating invoices, select "Import Time Entries" to auto-calculate.
Brand your invoices with logo and colors.
Settings → Branding → Invoice Template. Upload logo, set colors, add custom footer text, and choose layout style.
Automate monthly or annual billing.
Create invoice → Enable "Recurring" → Set frequency (weekly, monthly, annually) and end date. Invoices send automatically.
Access profit & loss, sales, and other reports.
Navigate to Reports → Select report type → Choose date range → Generate. Export to PDF or CSV for external analysis.
Track sales and inventory across multiple stores.
Settings → Locations → Add Location. Assign employees to locations. View per-location reports in the Reports module.
Fix issues with failed credit card payments.
Verify card details are correct. Check with your bank for declined transactions. Ensure billing address matches card. Try alternative payment method.
Resolve login issues and locked accounts.
Use "Forgot Password" to reset. Check email spam folder. Ensure caps lock is off. After 5 failed attempts, wait 15 minutes. Contact support if locked.
Troubleshoot email delivery issues.
Check customer email address for typos. Ask customer to check spam/junk folder. Add noreply@nubeso.com to contacts. Resend invoice.
Improve point of sale performance.
Clear browser cache. Close unnecessary tabs. Check internet connection. Use Chrome or Edge for best performance. Restart the device.
Fix synchronization issues between devices.
Ensure all devices have internet connection. Log out and log back in. Clear cache. Check if you're using the same account on all devices.
Troubleshoot thermal receipt printer issues.
Check printer is powered on and connected via USB/Bluetooth. Verify printer drivers installed. Test print from printer settings. Check paper loaded correctly.
Fix general application errors.
Refresh the page (Ctrl+R or Cmd+R). Clear browser cache and cookies. Try incognito/private mode. Update your browser. Check status.nubeso.com for outages.
Set up Stripe integration for online payments.
Settings → Integrations → Stripe → Connect Account. Log in to Stripe, authorize Nubeso, and complete verification. Test with small transaction.
Automatically sync transactions to QuickBooks.
Integrations → QuickBooks → Connect. Authorize access to your QuickBooks account. Map accounts and enable auto-sync.
Build custom integrations with Nubeso API.
Settings → Developer → API Keys. Generate API key, review documentation at docs.nubeso.com/api, and test endpoints.
Sync appointments and events with Google Calendar.
Integrations → Google Calendar → Connect. Authorize access. Select calendars to sync. Events sync bidirectionally.
Secure your account with 2FA.
Settings → Security → Two-Factor Authentication → Enable. Scan QR code with authenticator app (Google Authenticator, Authy), enter code to verify.
Download or permanently delete your account data.
Settings → Privacy → Export Data (downloads ZIP) or Delete Account (permanent after 30-day grace period). Contact privacy@nubeso.com for assistance.
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