Documents

Learn more about 17hats Quotes, Contracts, Invoices, and Questionnaires

Jack Donahue avatar Travis avatar Amanda Rae avatar +2
43 articles in this collection
Written by Jack Donahue, Travis, Amanda Rae and 2 others
Invoices

Adding Images to Invoices and Quotes

Add images to the Products and Services included in Invoices and Quotes in 17hats.
Jennifer Ann avatar
Written by Jennifer Ann
Updated over a week ago

Automatic Payments for Payment Schedules

Allow clients to be charged for Payment Schedules, automatically.
Jennifer Ann avatar
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
Travis avatar
Written by Travis
Updated over a week ago

Invoice Options: Save Card Data

Clients can save credit card information when paying an Invoice.
Amanda Rae avatar
Written by Amanda Rae
Updated over a week ago

Invoice Templates

Learn how to build Invoice templates for future use!
Travis avatar
Written by Travis
Updated over a week ago

Invoice Options: Recurring Billing/Automatic Payments

Allow client to automatically be charged for Recurring Invoices.
Amanda Rae avatar
Written by Amanda Rae
Updated over a week ago

Invoice Settings

Learn more about the header options within an Invoice
Amanda Rae avatar
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
Amanda Rae avatar
Written by Amanda Rae
Updated over a week ago

How do I set automatic invoice reminders?

Travis avatar
Written by Travis
Updated over a week ago

What time do Document reminders get sent?

Travis avatar
Written by Travis
Updated over a week ago

How do I send an invoice receipt?

Travis avatar
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.
Amanda Rae avatar
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?
Travis avatar
Written by Travis
Updated over a week ago

How To: Setting Up Recurring Invoices

Building and sending recurring invoices is easy with 17hats!
Amanda Rae avatar
Written by Amanda Rae
Updated over a week ago

What time do recurring invoices send to my clients?

Travis avatar
Written by Travis
Updated over a week ago

How do I stop a recurring invoice from sending?

Travis avatar
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
Jack Donahue avatar
Written by Jack Donahue
Updated over a week ago

How do I issue a refund to my client?

Jack Donahue avatar
Written by Jack Donahue
Updated over a week ago