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Quick Start Tips

A few key pointers to get you started making the most of your OSO Books business toolkit!

How do I add my business logo to invoices?

Login to your business toolkit (using your oso.business link), and click SETUP.

Select the Business Profile category, find the "branding/logo" option and upload your image!

Note depending on your image quality and size, you may need to crop or make adjustments using image editing software for the best appearance.

 Take me to a detailed step-by-step guide.

Login to your business toolkit (using your oso.business link), and click SETUP.

Select the Payment Options category, and set the PayPal payments option to YES.

Click Edit next to PayPal address, and enter your paypal email address.

You now have the option to enable customer payment with paypal, via a payment link generated with each invoice.

 Take me to a detailed step-by-step guide.

Login to your business toolkit (using your oso.business link), and click SETUP.

Select Payment Options category, and set the credit card payments option to YES.

Click Edit on the Stripe "Secret" and "Publishable" key input fields, and input your keys. You can find these keys by logging into your Stripe account, clicking Developers and selecting API Keys.

You now have the option to enable direct customer payment with Credit Card, via a payment link generated with each invoice.

 Take me to a detailed step-by-step guide.

Login to your subscription management profile, here on osobooks.com.

Click the Subscription category, and scroll down to SMTP Server details.

Input your email address and mail server configuration, and click test. After confirming you have recieved the test email, your details will be saved and all future customer correspondence will take place using your email address.

 Take me to a detailed step-by-step guide.

Have a question?

We are here to help. Not sure and need more info? Problem? Let us know what we can do for you, and we will be in touch.

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Enterprise Plans

Need more users, or access via your own domain name? We will put together a custom plan to suit your business requirements.

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