• Can I use variables in the Email Subject line?
• How can I automatically receive a copy of every email sent from the platform?
• Will my clients see the email address entered in the "Default Bcc" field?
• How do I choose which company or customer details appear on the quote?
• Can I hide the quote expiration date?
• How do I edit the standard introduction or footer notes in the quote?
• How do I add Terms and Conditions to my quotes?
• How do I change the color of my quote to match my brand?
• Can I change the font style in the quote?
• How do I preview different pages of the quote?
• How do I show the project manager's contact info on the quote?
• Can I display service start and end dates in the quote?
• What is displayed on the Third Page in the quote?
• How do I configure which dates appear on the invoice header?
• How do I display the project manager's contact details in the invoice?
• Where can I add a personal note or thank you message in the invoice?
• How do I display my bank account and payment deadline on the invoice?
• Can I show the payment status (Paid vs. To Pay) in the invoice?
• Where can I add my Terms and Conditions in the invoice?
• How do I match the invoice colors to my brand?
• Can I change the fonts used on the invoice?
• How do I preview the different pages of the invoice template?
• How do I change the format of my invoice or quote numbers?
• What variables can I use in the numbering prefix?
• How do I set the starting number for my invoices (e.g., start at 100 instead of 1)?
• Can I set different numbering rules for Proforma Invoices?
• How do I set a default payment due date?
• How do I select my default VAT rate?
• Can I add a custom VAT rate if mine isn't listed?
• Where do I add mandatory legal notices to my invoices?