• Texting Message Templates

    • February 24, 2022
    • Heather Carter

    Learn How to Create/Edit Texting Templates

  • Create a New Email Template

    • Heather Carter

    Learn How to Create a New Email Template

  • Email a Document

    • Heather Carter

    How to Email a Document

  • Create a New Document

    • Heather Carter

    Learn How to Create a New Document

  • Create a New Document Template

    • Heather Carter

    Learn How to Create a Document Template

  • Extending a Contract/Level Billing Agreement

    • Heather Carter

    Learn How to Extend Level Billing Agreement

  • Write Off Customer With Balance Remaining

    • Heather Carter

    Learn How to Write Off Customer With Balance Remaining

  • Know if Customer Has Viewed Invoice

    • Heather Carter

    There are a few different places you can look to see if a customer has viewed their invoice if the invoice was sent via email. Email History Go to the Email tab.  Click on the “Sent/History” Tab. You can check the status of the email under the “Status” column.  Invoice…

  • Receipts

    • Heather Carter

    Learn About Receipts

  • View Used Tags

    • February 23, 2022
    • Heather Carter

    How to View Used Tags

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