Documents
Learn more about 17hats Quotes, Contracts, Invoices, and Questionnaires
By Amanda and 4 others5 authors43 articles
- Automatic Payments for Payment Schedules
- Adding Images to Invoices and Quotes
- Partial Payments on Invoices / Quotes
- Invoice Options: Save Card Data
- Invoice Templates
- Invoice Options: Recurring Billing/Automatic Payments
- Invoice Settings
- How to Change an Invoice Number
- How do I set automatic invoice reminders?
- What time do Document reminders get sent?
- How do I send an invoice receipt?
- Scheduled Payments
- Recurring Invoices Vs. Payment Schedules
- How To: Setting Up Recurring Invoices
- What time do recurring invoices send to my clients?
- How do I stop a recurring invoice from sending?
- Pay Invoices on Behalf of Your Clients
- Processing Refunds inside 17hats
- Back-to-back linking in the WYSIWYG editor
- How to Send a Document
- Where do I find my documents?
- Viewing Document Activity
- How to Delete Documents in Bulk
- Quote & Invoice Line Item Settings
- How do I see the Client View of my Form?
- How to Save/Print to PDF?
- Document Display Titles
- Sending Multiple 17hats Documents in One Email