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What project and payment options can I control from my Account Settings?
What project and payment options can I control from my Account Settings?

Here's all the things you can toggle for your projects from your Account Settings.

Colin Connor avatar
Written by Colin Connor
Updated over a month ago

From your Account Settings you can now control these settings on future projects:

Payment Options

Want to turn off Credit Card payments from across all your new projects? Need only to offer ACH payment options to all future projects? Navigate to the "Billing Settings" in Settings to disable this.

Project Details

Don't want to see Line Item Group Names or Dates on your quotes and invoices? Want to prevent your client from signing online? Navigate to the "Contract Settings" in Settings to disable this.

Want to disable payment options on just a specific project? Click Here.

Want to hide Line Item Group Date's on a specific project? Click Here.

Want to prevent a client from signing on just a single project? Click Here.

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