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 this week

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

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

Countersignature options for Added users (Team Members/Admins) and Account Owners

Whose name appears on Contracts in the countersignature 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?

Written by Jack Donahue
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 PD

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