Quay Help: step-by-step pages, one click from the app
Quay Help is on our site now, at quayhq.com/help. Sixteen pages, one task each: set a company’s credit limit, create a policy, read the AR aging dashboard, download statements and reports, and more.
Quay links to them from inside the app. At the bottom of the dashboard, Suggestions, Companies, each company’s page, Policies, Orders to check, Statements and Plan & billing, a “Learn more about …” link opens the help page for that screen, for example “Learn more about credit limits” on Companies.
Some settings have their own Learn more link. In a policy: Over the credit limit and Overdue escalation. On a company’s page: Manual override. In Settings: Buyer portal, Company pages card and Telegram alerts, plus, on Shopify Plus, Payment terms at checkout and the Payment terms notice. The setup guide on your dashboard has one too.
Help opens in a new tab, so the Quay page you were on stays open.
What stays the same:
- Nothing in Quay works differently. Only the links are new.
- There is nothing to switch on.