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Documents & Invoicing
Creating documents, templates, signing, and payments.
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Creating DocumentsDocument types, fields, currencies, and how to create new documents.Line Items & PricingAdding line items, sections, optional items, discounts, taxes, and how totals are calculated.Document TemplatesBuilding reusable templates with the block editor, page settings, and template variables.Sending & TrackingHow to send, resend, void, and convert documents, and track recipient activity.Document WorkflowsLinking multiple documents together into a sequential chain (e.g., proposal to contract to invoice).E-SignaturesSigning modes, signer types, verification codes, audit trails, and compliance.PaymentsAccepting online payments via Stripe, recording manual payments, refunds, and payment statuses.Payment SchedulesSplitting payments into milestones with fixed dates, relative dates, or completion triggers.Recurring InvoicesSetting up automatic recurring invoice generation, frequency options, proration, and auto-pay.