FAQ
Need answers to frequently asked questions? Find them here.
603 articles
- What is the difference between the NIF field and the NIF-IVA field?
- Tags vs. custom fields in Teamleader Focus
- How do I add a contact in Teamleader Focus?
- How do I add a company in Teamleader Focus?
- What is the difference between contacts and companies?
- How can I merge contacts or companies?
- How can I add account managers in Teamleader Focus?
- How can I add a second email address to a contact or company?
- Add & manage contact functions in Teamleader Focus
- How can I link a contact to a company?
- How can I change the function of a linked contact in Teamleader Focus?
- What does the star next to a contact mean?
- Export list of companies and linked contact person(s)
- Do I have to add the company address to contacts in Teamleader Focus?
- Export the background information of contacts/companies
- Visualise your contacts or companies in Google Maps
- How can I unlink a related contact from a company?
- Why are some companies/contacts in my Teamleader Focus in bold?
- Last activity for contacts
- Updating Contacts and Companies in Bulk
- Deactivating customers in Teamleader Focus
- Customise contact and company pages
- Activities on the contact/company page
- How can I delete more than one contact or company in one go?
- Create address labels in Teamleader Focus
- Creating a segment in Teamleader Focus
- Adjusting a segment in Teamleader Focus
- Deleting a segment in Teamleader Focus
- Using tags in Teamleader Focus
- What if the VAT, KVK or SIRET autofill doesn't work?
- Can I add a national identification number (SIRET, Codice Fiscale, NIF, EAN) to Teamleader Focus?
- What file extensions can I upload in Teamleader Focus?
- What does the checkbox 'Opt-in marketing mails' mean?
- How do I add a deal?
- How can I create a quotation in Teamleader Focus?
- Deal overview per customer and deal page
- Which deals do I see on my contact page?
- The deal forecast in Teamleader Focus
- Adding a close date to your deals
- Adding probability to your deals
- Multiple Sales Pipelines in Teamleader Focus
- Margin and markup on quotations
- Multiple quotations in Teamleader Focus
- Mark a quotation as refused
- Renaming a quotation in Teamleader Focus
- Can I copy a deal/quotation in Teamleader Focus?
- Saving a quotation as a template
- Can I change my quotation templates in Teamleader Focus?
- Can I delete a quotation?
- Expiry dates on quotations in Teamleader Focus
- Adding pictures to quotations
- Giving discounts in Teamleader Focus
- Adding additional VAT rates
- Where can I see the different versions of a quotation/an invoice in Teamleader Focus?
- Digital signing of your quotations with CloudSign
- Can I make a quotation (un)available on CloudSign?
- Can I see a preview of my quotation in CloudSign?
- CloudSign activity
- Is a quotation electronically signed via Cloudsign legally binding?
- Where is the feedback of the cloud platforms sent to?
- Sending out an automatic thank you message for CloudSign
- How can I send my quotation via email attached as PDF?
- Can I receive a copy when sending a quotation?
- How can I modify the numbering of my deals?
- Managing deal phases
- Can I change the date of a deal phase?
- What is the difference between a lost deal and a deleted deal?
- Follow-up actions on deals (deal automation)
- Which actions change the latest activity of my deal?
- What do the labels under deal activity stand for?
- Can I create orders, order confirmations and delivery notes out of a quotation?
- What is the workflow of order confirmations, orders and delivery notes?
- Use unit cost on orders
- How are the prices calculated/rounded in Teamleader Focus?
- What do I see on my dashboard?
- Which tasks, calls and meetings are displayed in the calendar?
- How do I add a task in Teamleader Focus?
- How do I create a recurring task in Teamleader Focus?
- Unassigned tasks in Teamleader Focus
- How can I see which tasks I have created for my colleagues?
- What does the column 'Scheduling' mean in the tasks overview?
- Can I add extra work types?
- How do I add a meeting in Teamleader Focus?
- How can I repeat a meeting?
- Can I copy a meeting?
- Can I create a meeting report?
- Travel distance in Teamleader Focus
- Set a cost per kilometer and invoice your travel distance
- How can I edit the departure address of a meeting?
- What locations can I choose when creating a meeting?
- How can I manage common locations in Teamleader Focus?
- How can I check whether I visited all my customers last year?
- How do I add a call in Teamleader Focus?
- Adding call outcomes
- Use Teamleader Focus for prospecting or as a call center
- Why can't I execute bulk actions on tasks and calls?
- What do the colours in my Teamleader Focus calendar stand for?
- Why can't I see the calendar of my colleagues?
- Why do I only see 'External events' in the calendar of my colleague?
- What does an orange star in the agenda stand for?
- How are holidays shown in the calendar?
- Time tracking in Teamleader Focus
- Track time with Teamleader Focus' Time Tracker functionality
- Can I track time for another Teamleader Focus user?
- Can I track time on a task, call or meeting which hasn't been scheduled yet?
- Can I copy time tracking?
- Automatically freeze time tracking in Teamleader Focus
- Weekly time tracking in Teamleader Focus
- Setting different types of hourly rates
- Invoicing time tracking in Teamleader Focus
- Why do I not see any time tracking details on my invoice?
- Reopen time tracking after crediting an invoice
- How does prepaid billing work in Teamleader Focus?
- Duration time tracking in Teamleader Focus
- How can I edit my invoice?
- Draft invoices in Teamleader Focus
- Disable editing of booked invoices and credit notes in Teamleader Focus
- How do I create a credit note?
- What is the correct flow for crediting an invoice in Teamleader Focus?
- Creating advance invoices in Teamleader Focus
- How can I change the payment terms of my invoices?
- Can I invoice in the past?
- How do I add a PO number?
- How can I copy an invoice?
- Can I merge invoices?
- Can I delete an invoice?
- Performing bulk actions on your invoices
- Sending invoices via Teamleader Focus
- The Financial Forecast in Teamleader Focus
- Creating a subscription in Teamleader Focus
- Can invoices from subscriptions be sent automatically?
- Can I combine invoices of different subscriptions for one customer?
- Mini-stats on subscriptions
- Direct debit in Teamleader Focus
- Can I choose the numbering of my invoices in Teamleader Focus?
- What are the possibilities regarding document renumbering?
- How can I set whom the invoices are emailed to?
- Setting an invoicing email in Teamleader Focus
- How can I send a reminder of an invoice in Teamleader Focus?
- Disabling automatic reminders for certain customers
- How can I send my invoices by post?
- Use QR codes on your Teamleader Focus invoices
- Set up InvoiceCloud
- How can I access an original invoice after it was sent/overdue?
- Entering payments for invoices in Teamleader Focus
- Partial payments for invoices in Teamleader Focus
- How can I undo a (partial) payment?
- Payment methods in Teamleader Focus
- How can I add different custom fields to invoices and credit notes?
- How do I add the legal message to 6% invoices?
- What is the logic behind the structured communication?
- Interest and late fees
- How do I delete the incasso costs on an invoice?
- New legislation on late fees
- Can I add IRPF / Withhold taxes on my invoice?
- Multi-currency in Teamleader Focus
- Enable and use Verifactu in Teamleader Focus
- Activating Italian e-invoicing functionality in Teamleader Focus
- Set up Italian e-invoicing with YouDOX
- Send and receive Italian e-invoices with YouDOX
- Install and test the integration for Italian e-invoicing with YouDOX
- Install Fatture in Cloud Integration
- What are e-invoicing and Peppol all about?
- Enable Peppol in Teamleader Focus
- Enable E-invoicing for France in Teamleader Focus
- What if I'm already registered to Peppol elsewhere?
- Troubleshooting Peppol/E-invoicing
- Receiving e-invoices via Peppol in Teamleader Focus
- Benefits of receiving e-invoices in Teamleader Focus instead of your bookkeeping tool
- Receive self-billing via Peppol in Teamleader Focus
- Choose a different Peppol or e-invoicing identifier for your customer
- Frequently Asked Questions E-invoicing and Peppol
- E-invoicing in Germany and sending e-invoices in Teamleader Focus (XRechnung)
- Sending e-invoices via Peppol in Teamleader Focus
- The Accounting connector Booster in Teamleader Focus
- Check for accounting integration errors in your Teamleader Focus account
- Switch from old bookkeeping integration to the Accounting connector Booster
- Troubleshooting internal issues in the Accounting connector in Teamleader Focus
- Troubleshooting external issues in the Accounting connector in Teamleader Focus
- Can I sync financial information to my bookkeeping tool?
- What are the available bookkeeping integrations in Teamleader Focus per country?
- How do I prepare my bookkeeping integration (Exact Online, Octopus or Twinfield) and Teamleader Focus account for connection?
- What if my invoices aren't synchronised to my bookkeeping tool?
- Connecting Exact Online to Teamleader Focus
- Troubleshooting Exact Online
- What do I do with the error message "The invoices X and Y have the same booking number"?
- What if my invoice/credit note is shown twice in Exact Online?
- Deleting invoices or credit notes that are already synced with Exact Online
- Connecting my Octopus account to Teamleader Focus
- Troubleshooting Octopus
- How do I connect my Twinfield account to Teamleader Focus?
- How do I connect Yuki to Teamleader Focus?
- Troubleshooting Yuki
- Can I link multiple company entities to my bookkeeping tool?
- Exporting invoices from Teamleader Focus to import into your bookkeeping application
- Exporting invoices to the Expert M+ (Kluwer) accounting application
- Exporting invoices to the Venice (Unit 4 C-Logic) accounting application
- Exporting invoices to the Winbooks accounting application
- Exporting invoices to the Wings accounting application
- Exporting invoices to the Bob (Sage) accounting application
- Teamleader Focus and Billit
- Integrating Combidesk bookkeeping integrations with Teamleader Focus
- Setting outgoing invoices to paid with Ponto
- Paying invoices online with Mollie & Stripe
- Export invoices or credit notes to DATEV in Teamleader Focus
- Send invoices to DATEV via bookkeeping email
- How can I add a long description to a product?
- How can I delete several products at once?
- Stock management in Teamleader Focus
- When are products added to or removed from my stock?
- How many products have I sold in a certain period?
- Translating product names in Teamleader Focus
- Translating product descriptions for quotations and invoices in Teamleader Focus
- Using products in another language on a quotation/invoice
- How can I add units to my products?
- How can I add/hide the ID of my products on quotations, invoices, etc.?
- How can I work with graduated prices?
- Indexation in Teamleader Focus
- Can I hide the unit cost of products from my employees?
- Create price lists
- Billing methods in a project
- Convert a deal or quotation into a project
- How can I add a dependency to my project?
- Invoice a project in Teamleader Focus
- Add products to your project and invoice them
- Link a subscription to a project
- Link an expense to a project
- Add extra costs or mileage on a project
- Add a work order to a project
- Project financials in Teamleader Focus explained
- How is Amount unbilled calculated in the project overview?
- Manage your project budget in Teamleader Focus
- Can I receive a notification when my project exceeds the budget?
- Can I export the time tracking of a project?
- Can I set custom user rates per project?
- Duplicate a project in Teamleader Focus
- Project templates in Teamleader Focus
- The projects overview in Teamleader Focus
- The timeline view in projects
- The Kanban view on a project
- What are the different rights in a project?
- Define the internal cost of your employees
- Migrate to our new project module
- Old projects vs new projects
- Checklist optimisation new projects
- New Teamleader Focus API Project Endpoints
- Add a project in Teamleader Focus
- Create and link orders in projects
- How can I convert a deal or quotation into a project?
- What are the different rights in a project?
- How can I make phases mutually dependent?
- Work breakdown on projects
- Budget management on projects
- Budget management on projects: Use cases
- Calculate profit on your projects
- Define the internal cost of your employees
- What do the colors under project progress stand for?
- Creating Gantt charts in Teamleader Focus
- Invoice a project in Teamleader Focus
- Managing external costs of a project
- Can I copy a project in Teamleader Focus?
- Can I change project templates?
- How can I link an email to a project from my Gmail?
- How can I close a project?
- Where can I see a list of all my finished projects?
- Using the (legacy) project planning in Teamleader Focus
- What do the red and green buttons in the project planning stand for?
- What does the little flag in the project planning feature stand for?
- Can I plan over multiple days in the project planning?
- Can I zoom in or out in the project planning?
- Filling out your company information in Teamleader Focus
- Can I set a different date format on documents?
- Setting your custom domain for sending emails from Teamleader Focus
- My domain verification is pending or invalid, what could be wrong?
- Multiple company entities in Teamleader Focus
- Can I set a default company entity?
- Can I deactivate a company entity?
- Manage currency exchange rates in your account
- Can I set a bcc for all outgoing email?
- Setting a signature for outgoing emails
- How can I edit the font of my signature for outgoing emails?
- Personalising Teamleader Focus' cloud platforms
- Creating a custom field
- How many custom fields can I create in Teamleader Focus?
- What do the settings of a custom field stand for?
- How can I order my custom fields?
- Can you make fields required in Teamleader Focus?
- What are the limits for files, custom fields, quotations, invoices and timesheets in Teamleader Focus?
- Defining custom activity types in Teamleader Focus
- Set up MFA security
- Enforce Multi-Factor Authentication (MFA)
- Can I set an automatic timeout/logout?
- Use contact salutations in Teamleader Focus
- Prepare Teamleader Focus for the new year
- How can I change my email address in Teamleader Focus?
- Alternative email addresses in Teamleader Focus
- How do I reset my password?
- Can I change how dates are displayed within Teamleader Focus?
- Log in to Teamleader Focus via Single sign-on
- Can I deactivate the email notifications in my Teamleader Focus account?
- How does the recycle bin work?
- How can I restore deleted contacts or companies?
- How can I restore deleted deals?
- Why did my email fail to deliver?
- Upload general terms and conditions
- Adding new users to your Teamleader Focus account
- How can I reinvite my employee to Teamleader Focus?
- What does limited CRM access stand for?
- What does limited deal access mean?
- Can I combine limited CRM access with limited deal access?
- What are the rights of an admin?
- Which user fields can be edited by an admin?
- User permissions in Teamleader Focus
- Why do I not have the same features in my Teamleader Focus account as my colleague?
- Deactivating a user in Teamleader Focus
- How can I reactivate my co-worker?
- Replacing one user by another
- Permanently delete a user in Teamleader Focus
- Creating a team in Teamleader Focus
- What rights does the leader of a team have?
- Configuring leave in Teamleader Focus
- Requesting leave in Teamleader Focus
- Approving leave in Teamleader Focus
- External holiday management in Teamleader Focus
- Creating an overview of my colleagues’ leaves in Teamleader Focus
- What does the error 'Your requested time off conflicts with leave settings' mean?
- Working with closing days in Teamleader Focus
- How can I set a lunch break?
- How can I set a week schedule in Teamleader Focus?
- Setting up my personal Teamleader Focus account
- What’s the value of a unique and verified email address per user account?
- How can I grant or remove administrator rights?
- The power of Insights in Teamleader Focus
- Insights overview & targets in Teamleader Focus
- Insights in Teamleader Focus
- Insights library on CRM, Sales and Productivity in Teamleader Focus
- Insights library on Meetings and Tasks in Teamleader Focus
- Insights library on Revenue, Expenses & Subscriptions
- Insights library on Projects
- Can I export the reports in Insights?
- Create a map chart in Insights
- Multi-currency: how are the insights for invoices calculated?
- What information do the shared inbox stats provide?
- Adding Targets
- Old vs new Insights
- Importing contacts and companies to Teamleader Focus
- What values are allowed for importing contacts or companies?
- What happens if I have contacts or companies with the same name in my import file?
- How do I edit my file for importing contacts and companies?
- Can I also import the related company when importing contacts into Teamleader Focus?
- How can I undo an import of contacts or companies in Teamleader Focus?
- How can I import a vCard file into Teamleader Focus?
- Importing activities into Teamleader Focus
- Importing calls into Teamleader Focus
- Importing time tracking into Teamleader Focus
- Importing deals into Teamleader Focus
- Importing invoices into Teamleader Focus
- Importing subscriptions into Teamleader Focus
- Importing products into Teamleader Focus
- Export reports from Teamleader Focus
- Create an Excel export in Teamleader Focus
- How can I select the fields that need to be exported?
- Export outgoing invoices from Teamleader Focus
- Export projects from Teamleader Focus
- Where can I find an overview of my Teamleader Focus exports?
- Why can't I see the export button?
- How can I create a backup of my data?
- How can I open and save XLS files in protected view ?
- Combine two Teamleader Focus export files into one Excel file - VLookup
- Welcome to our Template Gallery
- Customising your document templates in Teamleader Focus
- Templates - tips and tricks
- Can I use my own font in the layout of my documents?
- How can I edit the CSS of my templates?
- Using custom fields on templates
- Can I add extra text to my document templates?
- Can I add the unit prices and total price per line including VAT to my quotation/invoice in Teamleader Focus?
- What is the max file size of templates in Teamleader Focus?
- How can I change the language of a quotation or another document in Teamleader Focus?
- How can I add different layout variations of my documents, e.g. quotations or invoices?
- Can I archive a layout variation?
- Templates for quotation introduction text
- Email templates for quotations, invoices and meetings
- What does the shortcode $LEGAL_NOTES$ stand for?
- Which info does the shortcode $CLIENT_INFO$ contain?
- Why can't I see my uploaded layout in my quotation/invoice?
- Signatures on quotations in Teamleader Focus
- Can I adapt the size of my logo on my templates?
- What can the Teamleader Focus app do?
- Navigate and customise the mobile app of Teamleader Focus
- How do I scan a business card in Teamleader Focus?
- Caller identification in the Teamleader Focus app
- Add and manage outgoing invoices on the Teamleader Focus app
- Add and manage expenses via the mobile app
- Managing contacts and companies on the app
- Time tracking via the Teamleader Focus app
- Which Android/iOS versions are compatible with the mobile app?
- Ask questions to our support chatbot Tilly
- What browsers does Teamleader Focus support?
- End of support for Internet Explorer 11
- Troubleshooting slowness and browser issues when using Teamleader Focus
- The global search in Teamleader Focus
- How can I notify my colleagues via Teamleader Focus?
- Adding or removing columns in my list views in Teamleader Focus
- Are there account limits in Teamleader Focus?
- Switching between multiple Teamleader Focus accounts in Google Chrome
- Why is my IP address blocked in Teamleader Focus?
- Strengthen your Teamleader Focus security
- Update to the Teamleader Focus Terms of Service and DPA - March 2024
- Where can I find the Teamleader Focus status page?
- How can I give feedback about the functionalities in Teamleader Focus?
- How can I become a Teamleader Focus ambassador?
- How do I recommend Teamleader Focus to someone?
- What is the difference between referrals and partners?
- How do I become a certified Teamleader Focus partner?
- What can partners expect from Teamleader Focus?
- What is expected of me as a Teamleader Focus Partner?
- Unsubscribe from our Teamleader Focus newsletter
- Where can I file a complaint?
- How can I contact Teamleader Focus' marketing team?
- Which vacancies are available at Teamleader?
- How can I apply for a job at Teamleader?
- How can I contact Teamleader Orbit?
- How can I adapt my Teamleader Focus subscription?
- How do I buy a new user licence for my Teamleader Focus account?
- How can I reduce my Teamleader Focus user licences?
- How can I end my Teamleader Focus subscription?
- Features per package (GO, MOVE & BOOST)
- Our GO package
- Our MOVE package
- Our BOOST package
- Features per package (SMART, GROW & FLOW)
- Add & remove Boosters from your license (SMART, GROW, FLOW)
- How can I try out a package?
- How can I try out a Booster?
- Switching to a higher Teamleader Focus package (MOVE & BOOST)
- Switching to a higher Teamleader Focus package (GROW & FLOW)
- Switching to a smaller Teamleader Focus package (GO & MOVE)
- Switching to a smaller Teamleader Focus package (SMART & GROW)
- What can I do with the credits in my Teamleader Focus wallet?
- Why am I being logged out from Teamleader Focus?
- How can I change my credit card or bank information in Teamleader Focus?
- How can I change my billing info?
- Which payment methods does Teamleader accept?
- Where can I find my Teamleader Focus invoices?
- What do I do if my payment failed?
- What if I receive a reminder even though I paid?
- How can I receive my invoices at a different e-mail address?
- When will Teamleader Focus add VAT to my invoice?
- What is a dispute?
- What is the PSD2 regulation?
- Create an online meeting room via the Lead capture Booster
- The meeting rooms page overview
- Have a smooth meeting via the Lead capture Booster
- How to set up a blur or image for your camera background?
- Activate noise reduction for your microphone
- Using files in meeting rooms
- How does Presenter Mode work?
- Share your screen via the Lead capture Booster
- Who can share a screen and what do guests see?
- Set up cobrowsing with the Lead capture Booster
- Record your meetings via the Lead Capture Booster
- Where can I find an overview of my recordings?
- Invite guests and team members to a meeting room
- How to end an online meeting for all participants?
- Create templates for your online meeting rooms
- How to reset the meeting room?
- Which browsers does the Lead capture Booster support?
- How many participants can join a meeting room?
- What is the GDPR?
- What are the different roles of parties in GDPR?
- Can a Teamleader Focus employee access my account?
- Where can I find the Data Processing Agreement (DPA)?
- Where can I ask questions about the data processing agreement (DPA)?
- Why do I need to sign a data processing agreement (DPA)?
- What security measures does Teamleader Focus take?
- Where can I view the list of sub-processors?
- Does Teamleader Focus store my credit card details?