Customize your quotes and invoices while saving a staggering amount of time by taking advantage of templates. To give you a jump start, we've compiled a list of resources below on the ins and outs of templating with Paycove.
Videos
Create multiple templates, add CRM data, and edit buttons and labels
Advanced template customization with Markdown and Liquid syntax
Scheduled payments, split payments, and auto-billing
Use the Payment Planner to its full potential
Articles
Templates: Formatting Text, Labels, and Buttons
If you'd like to learn specifically about adding and editing text in templates, then take a look at this article.
Scheduled Payments, Split Payments, and Auto-Billing
Learn all about scheduled payments. (Companion video in list above.)
Payment Planner
Allow customers to create their own payment plan, based on the rules that you set. (Companion video in list above.)
Matching Deals to Particular Templates
This article discusses the "Matching CRM Attributes" function.