Invoice Templates

Learn how to build Invoices templates for future use!

Written by Sierra Tuttle
Updated over a week ago

Invoice Options

Learn more about the header options within an Invoice

Written by Sierra Tuttle
Updated over a week ago

How to Change an Invoice Number

Learn how to customize or update your invoice number system

Written by Sierra Tuttle
Updated over a week ago

How do I set automatic invoice reminders?

Written by Travis
Updated over a week ago

What time do invoice 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 Sierra Tuttle
Updated over a week ago

Why does my Invoice say "Tax Invoice"?

Invoice settings for accounts using British Pound as their currency

Written by Travis
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 Sierra Tuttle
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

How Do I "Void" Out An Outstanding Invoice?

How to properly take care of open invoices after project cancellation

Written by Jack Donahue
Updated over a week ago

How do I issue a refund to my client?

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

Quote Templates

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

Written by Sierra Tuttle
Updated over a week ago

Quote Options

Learn more about the header options within a Quote

Written by Sierra Tuttle
Updated over a week ago

Combined Documents

Learn how to combine quotes, contracts, and invoices

Written by Sierra Tuttle
Updated over a week ago

How Do I Manage Variable Pricing on Quotes?

Written by Jack Donahue
Updated over a week ago

How to use the "Tip" workaround on Quotes

How to add the tip workaround to your Quotes

Written by Alexander Bingo Rosendin
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

Questionnaires: Answer Mapping

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 Sierra Tuttle
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 Alexander Bingo Rosendin
Updated over a week ago

Are electronic signatures legally binding?

Written by Alexander Bingo Rosendin
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

How to Send a Document

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

Written by Sierra Tuttle
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 Sierra Tuttle
Updated over a week ago

Quote & Invoice Line Item Settings

Learn more about the line item settings that appear for Quote and Invoices

Written by Sierra Tuttle
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 Sierra Tuttle
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 then one document to my clients?

Written by Travis
Updated over a week ago