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Customization
Customization
By Anissa
1 author
18 articles
General
Update primary contact
Edit a teammate
Edit internal email notifications
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
