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Help Articles
Getting Started and Integrations
Customizing Templates
Managing Quotes and Invoices
- Tracking Activity
- Download, Print, or Email Your Quote/Invoice as a PDF
- Attaching Files to Invoices
- Previewing Your Quote or Invoice
- Bulk Actions
- Marking Invoices as Paid
- Allow Customers to Upload Files to Invoices
- Syncing Your Quote or Invoice to Match the Deal
- Exporting Multiple Quotes and Invoices
- Deleting a Quote or Invoice
- Generating Quotes and Invoices
- How to fix an "Uncategorized" deal
- Reports (Beta)
- Creating Labels for Your HubSpot Contacts
- Scheduled Payments: Splitting, Merging, and Marking Payments as “Paid”
- Duplicating Quotes and Invoices
- Quote and Invoice Validation
- Rotary Club Resources
- Where can I find the Stripe account ID and customer ID in my Paycove account?
- Canceling an Invoice After It's Been Sent
Products and Subscriptions
Payments, Taxes, and Fees
- TaxJar Integration
- Refunds
- Scheduled Payments, Split Payments, and Auto-Billing
- Accepting Online Payments
- Adding Payment Processing Fees and Discounts to Invoices
- Setting Up Taxes and Fees
- Issue a Credit Note (Without Docs)
- Credit Notes
- Wire Transfers (Beta)
- Adding a Discount - 2 Different Methods
- Accepting Payments with Stripe's Universal Payment Element
- Paying by Check