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Learn more about 17hats Quotes, Contracts, Invoices, and Questionnaires
+2
43 articles in this collection
Written by
Jack Donahue,
Travis,
Amanda Rae
and 2 others
How to void a document
Written by
Travis
Updated over a week ago
Global Header Image on Documents
Add a global header image to 17hats Documents
Written by
Jennifer Ann
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
Invoices
Adding Images to Invoices and Quotes
Add images to the Products and Services included in Invoices and Quotes in 17hats.
Written by
Jennifer Ann
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
Partial Payments on Invoices / Quotes
This article will explain what the 'Disable Partial Payment' option does on Invoices
Written by
Travis
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/Automatic Payments
Allow client to automatically be charged for Recurring Invoices.
Written by
Amanda Rae
Updated over a week ago
Invoice Settings
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
Jack Donahue
Updated over a week ago
Quotes
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
Questionnaires
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
Contracts
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
General Document Information & FAQs
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