Account Settings
Managing your Company Settings
How can I hide Line Item Group Dates on all my Projects?
How can I disable online signatures for my account?Here's how you can disable online signatures on your account.
How can I disable Online Payments?Here's how you can turn off online payment options for your account.
How can I remove PO Numbers from my projects?Here's how you can disable the option for your clients to add a PO number to their projects.
How can I disable Online Payments?Here's how you can turn off online payment options for your account.
How can I disable the ACH / E-Check Payment option for my future projects?Here's how you can disable ACH / E-Check Payments for your upcoming projects
How can I turn off cash or check payments for my projects?Here's how you can disable Offline Payment Options, so that your clients will be able to pay via Credit Card or ACH.
How can I turn off photos on my quotes and invoices?Here's how you can disable images on your quotes and invoices.
How can I control how many times my clients receive a Payment Due Notification?Here's how you can control the frequency of your Payment Due Notifications.
How can I disable Payment Reminder emails across my account?Here's how you can turn off the Automatic Payment Reminder emails for your account.
How can I control showing the Sales Lead on my projects moving forward?Here's where you can adjust the visibility of your Sales Lead on all projects moving forward.
How can I turn my Cancellation Policies off account wide?Here's you can turn off your cancellation polices on all your projects moving forward.
How can I hide my Headquarters address on my quotes and invoices?Here's how you can show just a PO Box on your client facing material.