Project Settings
Learn how to manage your project settings
How can I quickly see if delivery is required on an item on an order?Here's how you can display Client Visible Attributes when you are creating a project.
How can I update the Terms & Conditions on an existing project?Here is how you can refresh, or update, the Terms & Conditions on a Project.
How can I hide my cancellation policy on a project?Here's how you can hide the system generated cancellation policy on a specific project.
How can I show attributes on my digital pull sheets?Here's how you can show/hide details on your digital pull sheets.
How can I show a subtotal by Line Item Group on my quotes and invoices?Here's how you can control showing a subtotal by line item group on your client facing documents.
How can I remove cancellation policy on project?
How can I create new payment policies from within a project?Here's how you can create entirely new payment policies from within a project.
How can I change the Payment Options available on a Project?Here's how you can disable/enable Credit Card or ACH Payments for specific Projects.
How can I mark my taxed items on my invoices?Here's how you can make it clear which of your items on a project are being taxed from the Project Settings.
How can I turn off cash or check payments on a project?Here's how you can disable offline payment options for a project.
How can I add Event Times to my Pull Sheets?Here's how you can list the Event Times on your Pull Sheets.
How can I hide item descriptions on my invoices?Here's how you can hide item descriptions on your projects.
Will a Crew User see 'Day of Contact' and event information?Here's how your Crew User can view project information from the Receipt of Goods and Services.
How can I remove the Sales Lead info on my quotes and invoices?Here's how you can hide the Sales Lead info section on a project.
How can I hide the Line Item Group Dates on my project?Here's how you can hide the Line Item Group Dates on your projects from the project settings.
How can I change how many times Payment Due Notification will send?Here's how you can control the frequency of your Payment Due Notifications.
How can I check who is paying Stripe's fees for a project?Here's how you can choose if either you or the client will pay Stripe's fees on a project.
Where can I see internal project notes?Here's where you can see internal notes for your projects.
How can I update or refresh the terms on an existing project?If you've made adjustments to your terms and conditions, here's how you can apply those changes to existing projects.
How can I remove the attached PDF from my Quotes and Invoices?Here's how you can disable the attached PDF for your projects.
Where can I add in internal delivery notes?Here's where you can add important information regarding your deliveries.
How can I show / hide Unit Price and Quantity on my quotes & invoices?Here's how you can just show the dollar total for your inventory items on your quotes and invoices.
How can I turn off the Automatic Payment Reminders on a Project?Here's how you can disable the Automatic Payment Reminder emails on a specific project.
How can I show a guest count and event type on my invoices?Here's how you can enable Guest Count and Event Type on your invoices.
How can I add notes to a project?Here's where you can add internal and external notes to a project.
How can I change the rental dates for a project?Here's how you can change the line item group dates on a project.
How can I not show hidden items when I'm creating a project?Here's how you can use 'Display' to hide hidden items.
How can I set the event dates on a project?Here's how you can add more detail into the Project Info on a project.
How can I mark the event type of my projects?Here's how you can record the event type of your projects.
How can I add guest count to my projects?Here's how you can use the Project Info to add the amount of guests to your projects
How can I change the Payment Policy on a project?Here's how you can change the payment policy on your projects on the fly.
How can I create Flat Rate Deposits?Here's how you can create a Flat Rate Deposit payment policy
How do I adjust my contract settings?How to hide or show sales lead, attributes of items, and descriptions of items, as well as how to control your payment methods accepted.
How can I disable/re-enable Online Signatures for a Project?Here's how you can turn off online signatures for your project.
How can I change the name of the person sending the quotes on my projects?Here's how you can change the Sales Lead on your projects.
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.
How can I disable Purchase Order Numbers for my projects?Here's how you can disable the Purchase Order field for your future projects.
How can I create project templates?Here's how you can use 'Duplicate Project' to create project templates
How do I show or hide Item Attributes on a contract?Do you want to simplify a contract for a client? You can remove the item attributes and solely show the item names.
How can I hide inventory photos on my contracts?Do you not have photos for most of your inventory yet? Or are you just working with a client who doesn’t need pictures per item?
How can I enable Online Payments?