17hats

How to void a document

Add a global header image to 17hats Documents

Global Header Image on Documents

Allow your clients to add a tip on your Invoice

Tipping

Amanda Rae

Jennifer Ann

Travis

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

Documents

Add images to the Products and Services included in Invoices and Quotes in 17hats.

Adding Images to Invoices and Quotes

This article will explain what the 'Disable Partial Payment' option does on Invoices

Partial Payments on Invoices / Quotes

Allow clients to be charged for Payment Schedules, automatically.

Automatic Payments for Payment Schedules

Clients can save credit card information when paying an Invoice.

Invoice Options: Save Card Data

Learn how to build Invoice templates for future use!

Invoice Templates

Allow client to automatically be charged for Recurring Invoices.

Invoice Options: Recurring Billing/Automatic Payments

Learn more about the header options within an Invoice

Invoice Settings

Learn how to customize or update your invoice number system

How to Change an Invoice Number

How do I set automatic invoice reminders?

What time do Document reminders get sent?

How do I send an invoice receipt?

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

Scheduled Payments

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

Recurring Invoices Vs. Payment Schedules

Building and sending recurring invoices is easy with 17hats!

How To: Setting Up Recurring Invoices

What time do recurring invoices send to my clients?

How do I stop a recurring invoice from sending?

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

Pay Invoices on Behalf of Your Clients

How do I issue a refund to my client?

Jack Donahue

Invoices

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

Quote Templates

Learn more about the header options within a Quote

Quote Options

Learn how to combine quotes, contracts, and invoices

Combined Documents

How Do I Manage Variable Pricing on Quotes?

Teresa Webb

Quotes

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

Questionnaire Templates

Can my clients save their questionnaire and come back later?

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

Answer Mapping in Questionnaires & Lead Capture Forms

Questionnaires

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

Contract Templates

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

Can I add more signatures to my contracts?

Learn whose name appears on Contracts in the signature section

User and Account Owner Contract Signature Options

Are electronic signatures legally binding?

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

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

Contracts

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

Back-to-back linking in the WYSIWYG editor

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

How to Send a Document

Where do I find my documents?

Learn what activity you can see for each document type.

Viewing Document Activity

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

How to Delete Documents in Bulk

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

Quote & Invoice Line Item Settings

How do I see the Client View of my Form?

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

How to Save/Print to PDF?

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

Document Display Titles

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

Sending Multiple 17hats Documents in One Email

General Document Information & FAQs

Find answers and get help from Intercom Support and Community Experts

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