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Customization
Customization
Anissa Zoelle avatar
By Anissa1 author17 articles

General


Update primary contact
Edit a teammate

Invoices


Customize invoices
Customize line items

Reminders


Set auto-reminders
Delete auto-reminders
Exclude customers from reminder emails
Enable/Disable monthly statements
Edit email templates

Payments


Change default net terms
Enable/Disable payment methods
Exempt customers from card fees

Connections


Edit Shopify order import tag preferences
Edit Shopify customer export tag preference
Edit Shopify auto-invoice preferences
Unlink a Shopify store
Unlink a Quickbooks Online account
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