Documents

How to void a document

Written by Travis
Updated over a week ago

Tipping

Allow your clients to add a tip on your Invoice

Written by Amanda Rae
Updated over a week ago

Automatic Payments for Payment Schedules

Allow clients to be charged for Payment Schedules, automatically.

Written by Jennifer Ann
Updated over a week ago

Invoice Options: Save Card Data

Clients can save credit card information when paying an Invoice.

Written by Amanda Rae
Updated over a week ago

Invoice Templates

Learn how to build Invoice templates for future use!

Written by Travis
Updated over a week ago

Invoice Options: Recurring Billing

Allow client to automatically be charged for Recurring Invoices.

Written by Amanda Rae
Updated over a week ago

Invoice Options

Learn more about the header options within an Invoice

Written by Amanda Rae
Updated over a week ago

How to Change an Invoice Number

Learn how to customize or update your invoice number system

Written by Amanda Rae
Updated over a week ago

How do I set automatic invoice reminders?

Written by Travis
Updated over a week ago

What time do Document reminders get sent?

Written by Travis
Updated over a week ago

How do I send an invoice receipt?

Written by Travis
Updated over a week ago

Scheduled Payments

How to add flexible scheduled payments to your invoices with a variety of customizable options.

Written by Amanda Rae
Updated over a week ago

Recurring Invoices Vs. Payment Schedules

What is the difference between a recurring invoice and an invoice with a payment schedule?

Written by Travis
Updated over a week ago

How To: Setting Up Recurring Invoices

Building and sending recurring invoices is easy with 17hats!

Written by Amanda Rae
Updated over a week ago

What time do recurring invoices send to my clients?

Written by Travis
Updated over a week ago

How do I stop a recurring invoice from sending?

Written by Travis
Updated over a week ago

Pay Invoices on Behalf of Your Clients

Learn how to make payments to a client's 17hats Invoice yourself or how to have a client make a payment to an Invoice in person

Written by Jack Donahue
Updated over a week ago

How do I issue a refund to my client?

Written by Hunter
Updated over a week ago

Quote Templates

Learn how to create a Quote template to use in workflow templates or for any contact.

Written by Teresa Webb
Updated over a week ago

Quote Options

Learn more about the header options within a Quote

Written by Amanda Rae
Updated over a week ago

Combined Documents

Learn how to combine quotes, contracts, and invoices

Written by Amanda Rae
Updated over a week ago

How Do I Manage Variable Pricing on Quotes?

Written by Jack Donahue
Updated over a week ago

Questionnaire Templates

Learn how to create a questionnaire template to use in workflow templates or with any contact.

Written by Travis
Updated over a week ago

Can my clients save their questionnaire and come back later?

Written by Travis
Updated over a week ago

Answer Mapping in Questionnaires & Lead Capture Forms

Discover how to automatically put data from your forms into your Contacts and Projects

Written by Travis
Updated over a week ago

Contract Templates

Learn how to create a Contract Template to use in workflows or with any contact.

Written by Amanda Rae
Updated over a week ago

Can I add more signatures to my contracts?

Steps to adding additional names to be required signatures on 17hats contracts

Written by Travis
Updated over a week ago

User and Account Owner Contract Signature Options

Learn whose name appears on Contracts in the signature section

Written by Amanda Rae
Updated over a week ago

Are electronic signatures legally binding?

Written by Amanda Rae
Updated over a week ago

What is the Best Way to Send Contracts and Invoices to Related Contacts?

Learn how to send Contracts or Invoices to other contacts added to the project

Written by Jack Donahue
Updated over a week ago

Back-to-back linking in the WYSIWYG editor

How to insert two links right next to each other when composing an email or writing a Contract

Written by Travis
Updated over a week ago

How to Send a Document

Learn how to Send a Quote, Contract, Invoice, Or Questionnaire

Written by Amanda Rae
Updated over a week ago

Where do I find my documents?

Written by Travis
Updated over a week ago

Viewing Document Activity

Learn what activity you can see for each document type.

Written by Travis
Updated over a week ago

How to Delete Documents in Bulk

Learn how to delete quotes, contracts, and questionnaires in bulk!

Written by Amanda Rae
Updated over a week ago

Quote & Invoice Line Item Settings

What each term means and how to set it for your business!

Written by Amanda Rae
Updated over a week ago

How do I see the Client View of my Form?

Written by Travis
Updated over a week ago

How to Save/Print to PDF?

This article will show you how you can save or print your 17hats documents as a PDF

Written by Amanda Rae
Updated over a week ago

Document Display Titles

How to update the Display Title on Quotes, Contracts, Invoices, and Questionnaires

Written by Travis
Updated over a week ago

Sending Multiple 17hats Documents in One Email

How can I send more than one document to my clients?

Written by Travis
Updated over a week ago