Learn more about 17hats Quotes, Contracts, Invoices, and Questionnaires
By Jennifer and 4 others5 authors43 articles
How to void a document
Global Header Image on Documents
Adding Images to Invoices and Quotes
Automatic Payments for Payment Schedules
Partial Payments on Invoices / Quotes
Invoice Options: Save Card Data
Invoice Options: Recurring Billing/Automatic Payments
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?
Recurring Invoices Vs. Payment Schedules
How To: Setting Up Recurring Invoices
What time do recurring invoices send to my clients?
How do I stop a recurring invoice from sending?
Pay Invoices on Behalf of Your Clients
How do I issue a refund to my client?
Back-to-back linking in the WYSIWYG editor
How to Send a Document
Where do I find my documents?
Viewing Document Activity
How to Delete Documents in Bulk
Quote & Invoice Line Item Settings
How do I see the Client View of my Form?
How to Save/Print to PDF?
Document Display Titles
Sending Multiple 17hats Documents in One Email