Projects
Step-by-step guides for building, customizing, and managing projects from quote to fulfillment.
How can I break out custom groupings on quotes and invoices?Here's how you can create a custom line item group so that it will appear as a new category on your quotes and invoices
How do I show or hide an Item's description on a contract?Do you want to trim a contract down to be shorter for a client? You can remove the item descriptions and solely show the item names.
How do I show a sales lead on a contract?As a small business, you may not need to show the sales lead. You also may hide this on an event if it's likely to change hands. Here’s how:
Add and Change Terms & Conditions, Payment Terms, and Cancellation Policies Within a ProjectHow to adjust your contract terms per project.