FAQ

Frequently asked questions

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25 articles in this collection
Written by Jeff Gluck, Rich Hankison, and Chris Wisniewski

Download, Print, and Email Your Quote or Invoice as a PDF

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Written by Chris Wisniewski
Updated this week

Using your Company's Logo and Color

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Written by Chris Wisniewski
Updated this week

Customizing Emails

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Written by Chris Wisniewski
Updated this week

Split Payments, Scheduled Payments, and Auto-billing

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Written by Chris Wisniewski
Updated this week

Enabling E-Signatures

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Written by Chris Wisniewski
Updated this week

Deleting Your Account

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Written by Chris Wisniewski
Updated over a week ago

Formatting Text in Templates

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Written by Chris Wisniewski
Updated over a week ago

Syncing Your Quote or Invoice to Match the Deal

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Written by Chris Wisniewski
Updated over a week ago

Generating Quotes and Invoices

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Written by Chris Wisniewski
Updated over a week ago

Integrating Systems

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Written by Chris Wisniewski
Updated over a week ago

Adding Additional Users

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Written by Chris Wisniewski
Updated over a week ago

Xero Integration

From start to finish
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Written by Rich Hankison
Updated over a week ago

Signing Up for Paycove

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Written by Chris Wisniewski
Updated over a week ago

What CRM fields are available to display on my Paycove template?

Here's a list of the customer, organization and deal fields that are available to display on your quote and invoice templates.
Jeff Gluck avatar
Written by Jeff Gluck
Updated over a week ago

How to setup Taxes & Fees

Create custom taxes and fees to apply to your quotes and invoices.
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Written by Jeff Gluck
Updated over a week ago

How do I add a customer to a subscription?

Subscriptions, recurring charges, and plans.
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Written by Rich Hankison
Updated over a week ago

Dates in all shapes and formats

dd/mm/YYYY and everything else!
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Written by Rich Hankison
Updated over a week ago

How do I require e-signature for my quotes?

Proposal e-signature.
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Written by Rich Hankison
Updated over a week ago

How to customize your template

Customize the colors, logo, sections and labels of each of your quote or invoice templates.
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Written by Rich Hankison
Updated over a week ago

How to Issue a Credit Note

How to generate an invoice to document a credit
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Written by Rich Hankison
Updated over a week ago

How do we use our domain for emails?

From email@yourdomain.com
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Written by Rich Hankison
Updated over a week ago

Can I display my quotes and invoices in another language?

How to set your account's default language and also how to set specific quotes or invoices in another language.
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Written by Jeff Gluck
Updated over a week ago

Can I accept deposits or schedule split payments?

How to split a quote or invoice's total amount into multiple payments.
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Written by Jeff Gluck
Updated over a week ago

Can I change the currency of my quote or invoice?

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Written by Rich Hankison
Updated over a week ago

Does Paycove work with my CRM?

A list of Paycove's current CRM integrations.
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Written by Jeff Gluck
Updated over a week ago