Let's say that you're currently sending your invoice, contract and credit card slip all in one Word Document or PDF right now:

So how would something like this look inside of 17hats? Let's break your existing document down and walk through where each piece would be saved within the system:

>> My Profile settings

  • To have your logo, business name and address auto-populate at the top of your Invoice, simply update this information under Account Settings > Profile.

Your old document view:

View of setting within 17hats:

>> Contact

  • The Invoice recipient's name and address will be pulled directly from the contact's information within your 17hats account.

Your old document view:

View of setting within 17hats:

>> Invoice

  • The Invoice Date will automatically be generated for you by our system whenever a new Invoice is created.
  • The Invoice Number can be set within each individual Invoice document's settings. Please note that once you set a new Invoice Number, your future Invoices will automatically have the next successive number (e.g. if you use "Invoice #102" on this document, the next Invoice that you create will be "Invoice #103.")
  • To include payment terms on your Invoice, check off the Payment Schedule option within the Invoice document and specify your preferred installment method.
  • Each line item on the Invoice can be added individually. Should you have saved these items previously as Products under your Account Settings, you can easily add them to your Invoice by typing in the first few letters of the Product name within the Add Item prompt.

Your old document view:

View of setting within 17hats:

>> Invoice options

  • If you'd like to include a footer at the bottom of all of your Invoices, you can customize that message under Account Settings > Edit Invoice Options > Invoice Footer. This is a great place to detail your refund policy, an address for sending check payments or a simple thank you note.

Your old document view:

View of setting within 17hats:

>> Contract

  • Take your Terms and Conditions and create a Contract template within 17hats which clients can electronically sign. To do so, navigate to Account Settings > Documents > New Template > Contract.

    Use tokens to auto-populate important pieces of client or project information for you within the template.

Your old document view:

View of setting within 17hats:

>> Invoice Options

  • Sync a payment processor (Square, Stripe, PayPal or Authorize.net) to your 17hats account so that your clients will be able to pay directly online through the Invoices that you send. No longer will you need to obtain their card information via a credit card slip!
  • To sync a payment processor, go to Account Settings > Invoice Options.

Your old document view:

View of setting within 17hats:

Here's what your clients will see on their end when they open up the Invoice:

Once your client clicks on the Pay Invoice button, they'll be presented with the payment prompt:

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