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Frequently Asked Questions
Managing Quotes and Invoices
- Are quote templates the same as invoice templates?
- What happens when a quote is accepted?
- Why doesn't my quote or invoice match the deal?
- What's the difference between a quote and an invoice?
- What are the image requirements for logos in my template?
- How can I see when my quote or invoice was viewed?
- How does auto-pay work for scheduled payments?
- How do I disable quotes from automatically transforming into invoices?
- Can I edit the style of my invoice?
- How can I change the invoice's due date?
- Do I need to use products?
- What happens to deleted quotes and invoices?
- Who can see the changes I make to the quote/invoice table columns?
- Why isn't my Sent Date appearing on the table?
- Will changes that I make to a template affect existing quotes and invoices?
- How do I use templates?
- What happens to the ID number when I convert quotes and invoices, or delete them?
- How do I change a product's description?
- How do I pull multiple deals from my CRM into Paycove at once?
- How do I send or re-send a receipt?
- What does the "Enable CRM Stage Sync" setting do?
- Can I use HubSpot's custom objects with Paycove instead of line-items?
Integrations
Payments
Account Settings
- Is my information safe?
- Can Paycove use my language and currency?
- Can I send emails from my own domain through Paycove?
- Can I get notified of upcoming payments?
- What is the difference between tax and VAT?
- Do you have international capabilities?
- How do I change Admins?
- Will a client receive an email when I manually mark their quote as accepted/rejected?
- Can I export my data from Paycove?
- Why isn't a user's name appearing in Paycove?
- How do I have my email address verified?
- Why does my test email display the "wrong" information?