17hats download invoice pdf

Discount Discounts can be applied as either a fixed dollar amount or as a percentage of the total invoice balance. If you want to discount only one item, you will either need to manually lower the price, or add a negative line item. Online Payments This option will automatically be selected if you have connected to a Payment Merchant. If you do not want to accept online payments on this invoice, uncheck this box.

For more information on the Online Payments we integrate with, click the button below. Recurring Invoice If you'd like for this invoice to be automatically sent on a continual basis, you can select this option. This will send a new invoice on the schedule you set. It will not automatically charge your clients card as we do not process payments ourselves.

For more information on setting Recurring Invoices, click the button below. Payment Schedule You can include a payment schedule that gives breaks the total of the invoice into smaller payments.

To enable this option, you'll first need to add in your line item s. For more information on how you can set up a Payment Schedule, click the button below. With two or even three of you, think about just how much you will get done. Exciting, right? Good news! With 17hats you can do just that. With features like Automatic Invoice Reminders, Online Scheduling, Email and Document Templates and endless other automations, 17hats will do exactly what you need done just as if you were doing it.

And, all without a DNA sample. With our automation-focused plans, you will be rocking your second self within no time. No credit card required. Go ahead. Get started. And happy cloning.

Not ready for automation? Try our Free CRM. The processes you put into place will determine how successful you are in business. Are you destined for burnout in a few years or a 6-figure business? All small businesses start with a learn-as-you-go technique to process. With each new lead and new client, a new process is learned.

You find yourself buying cool office supplies and even a white board. Your new process fills you with excitement and confidence. But, are your new processes setting you on the track of long term success? In time the do-it-yourself system of file folders becomes your downfall. With too much to do and everything falling on your shoulders, you spend all your time managing existing clients instead of marketing your services.

Time for growth is nonexistent. After that, you can set up your transaction categories on the main bookkeeping options page. Here you'll see a lot of basic categories which you can edit or if you have any specific categories you want to use, you can add that using the "Add Category" button. Next let's look at the main Bookkeeping tab where you can find your transaction history.

These are the pages where you'll categorize and verify your expenses, which will put them on the Profit and Loss report for an accurate accounting. The search filters will allow you to view transactions from each bank account, a specific category, type of transaction income or outgoing payment expense , or by date range, amount expense payments should be entered as a negative amount or keyword.

You can also edit your transactions as needed from this page and generate reports. Feel free to reach out via Live Chat if you still have any remaining questions and we'll be happy to help out! All Collections. The Basics. Written by Jeff Haynes Updated over a week ago.