All articles ← Knowledge Base Aged Receivables Report Are "To Do" items synced to my Google Calendar? Are electronic signatures legally binding? Automated Lead Workflows Calendar Organization Can clients pay without a PayPal account? Can I add more signatures to my contracts? Can I combine quotes, contracts and invoices? Can I connect 17hats to my Canada or UK Quickbooks account? Can I import or upload my contracts into 17hats? Can I mark items as complete in a workflow? Can I use 17hats with the Quickbooks Self Employed Version? Can I use <font> HTML tags in contracts and emails? Can my clients save their questionnaire and come back later? Creating a Calendar Event Do I have the ability to see when my quotes, questionnaires, invoices and contracts were created and deleted? Do you support SMTP servers with self signing certificates? Does 17hats work with my device? Does 17hats work with Square? Does the 17hats free trial give me access to all areas of the software? Email Settings for Multi-User How are projects sorted? How can I Access / Make / Manage templates? How can I check the status of the 17hats website? How can I fully take advantage of the Lead Capture Form? How can I make my Lead Capture Form visible on Facebook via a mobile phone? How can I manage my previously created invoice/quote products (and create new ones)? How can I rename my bank account? How do category auto-suggestions work? How do I accept ACH payments through 17hats? How do I add custom accounting categories? How do I add links to an email? How do I allow my clients to add related contacts through questionnaires? How do I apply a transaction to an invoice? How do I archive a project in 17hats? How do I cancel my account? How do I categorize payments deposited into my bank? How do I categorize transactions? How do I clear my web browser's cookies, cache, and history? How do I connect my bank account to 17hats? How do I connect my Barclays UK Bank account to 17hats? How do I connect my HSBC UK account to 17hats? How do I connect my Quickbooks Online Account to my 17hats Account? How do I connect OSX calendars to 17hats? How do I create a HAR file? How do I create a questionnaire? How do I create custom email templates? How do I create or manage templates? How do I customize the button of client facing forms? How do I edit the colors in my Lead Capture Form? How do I enter a Promo or Referral code? How do I export my 17hats Bookkeeping to QuickBooks Desktop? How do I export my contact list? How do I find my bank? How do I further customize my contracts, emails, etc.. using HTML? How do I import a CSV file of contacts? How do I import my contacts? How do I import PayPal transactions into 17hats? How do I insert an image into my emails? How Do I Integrate With ShootProof? How do I issue a refund to my client? How do I manage my payments? How do I manually add a bank account? How do I manually add a contact? How do I manually refresh my bank account? How do I mark a project as completed? How do I navigate the "Lead Overview" screen? How do I navigate the "Project Overview" screen? How do I print to PDF? How do I record a payment manually? How do I record expenses? How do I see the Client View of my Form? How do I send an invoice receipt? How do I set automatic invoice reminders? How do I set my time zone using the mobile application? How do I set up an email signature? How do I set up Calendars in 17hats? How do I set up email lead capture rules for third party sources? How do I sync my invoice number from 17hats to Quickbooks Online? How do I use time tracking within 17hats? How do I utilize multiple brands/accounts? How do I utilize the iOS application? How do tags work within the Lead Capture Form? How does 17hats invoicing and bookkeeping work? How does email correspondence works in 17hats? How often are transactions imported from my linked bank account? How should I handle gratuities in 17hats? How to change a lead into a client (automatically and manually)? How to use a "Pause" item in my workflow? How to use a To-Do item in my workflow? How will 17hats subscription charges appear on my credit card statement? If I change a workflow template, does it change the instances of it that are already active? Importing older bank transactions Is there a way to change the thumbnail or title for the Lead Capture Form on Facebook? Multi-User: Getting Started and Setting Permissions New Workflow Overview Revoke Permissions to Gmail, then add them back again Sales Tax Report Should each new ShootProof order for an existing contact create a new project? Syncing More then 1 Google Calendar to 17hats: Work-Around Template Marketplace The Overview Tab Upcoming Receivables Report User Group History Video - Quickbooks Online Integration Video - The 17hats Advantage Webinar Video Tutorial Center Video: How do I categorize or split expenses? Video: Lead Management Webinar Video: Lead Overview Video: Project Lifecycles Video: Project Overview Screen Video: Referral Program Video: Scheduled Payments Video: Account Settings & Options Video: Adding Contacts & Leads Video: Bookkeeping & Reporting Video: Building & Sending Contracts Video: Building & Sending Invoices Video: Building & Sending Quotes Video: Building a Lead Capture Form Video: Connecting Calendars Video: Creating & Using Templates Video: Email Lead Capture Setup Video: Email Setup Video: Getting Started with Contracts Video: Installing Lead Capture Forms Video: Introduction to Contacts Video: Lead Capture Facebook Install Video: Overview Page Highlights Video: Questionnaires Setup Video: Recurring Invoices Video: Syncing Bank Accounts Video: Using Time Tracking Video: Workflow Basics What are "Phases" within a workflow? What Are Project Lifecycles? What are the benefits of using my own outgoing server (SMTP)? What are the different contact types in 17hats? What are the Initials beside my contact's name? What are the online payment options with 17hats? What are the possible Invoice Settings and Options? What can I do if my emails are not "sending as" the email address I am expecting? What can I do if my Google Calendar is not syncing? What characters can I use in my online banking password when connecting my bank to 17hats? What currencies does 17hats support? What do I do if I'm having trouble connecting to Key Bank? What do I do if my emails are going to SPAM folder? What does Error Code 192 mean when trying to connect my bank? What does it mean to add a Lead Capture Form to an existing lead project? What does it mean when I try to connect my bank and see "Your institution returned zero accounts associated with your login"? What does MFA 403 error mean when I try to connect my bank? What does the "After all previous items are complete" checkbox in Workflows mean? What does the warning "Script not written yet?" mean when I try to connect my bank? What does, "Login error - User needs to complete USP conversion at FI website" mean? What fields are mapped to new Leads when using ShowItFast (Lead Capture Email)? What happens to workflow notifications if I archive my project? What if I receive an error message when trying to pay an invoice with Authorize.net? What is a related contact? What is BCC Email? What is the difference between a project and a contact? What is the difference between a Workflow and a Lifecycle? What is the domain setting? What is the profit and loss report in 17hats? What is the refunds/cancellation policy? What is the workflow base date? What settings should I use to connect my SMTP server to 17hats? What should I do if I see the error "Email is Unavailable" on the iOS mobile app? What time are scheduled emails sent from within my workflows? What time do invoice reminders get sent? What time do recurring invoices send to my clients? What’s the difference between a "To Do" item, and "Action" item, and a "Pause" item in the workflow? Where do I find my documents? Where do I upload my logo? Why am I receiving an error regarding "Express Checkout" when using PayPal as my merchant account? Why am I seeing a date conflict? Why are deleted Google events still appearing in 17hats? Why are old rates for timers still showing up even after I have updated them? Why did I get a warning message when trying to sync my invoices to Quickbooks Online? Why do I have to change my domain? Why do some of my contacts have an image beside them? Why do synced invoices from 17hats show up under "Undeposited Funds" in Quickbooks Online? Why is my bank not connecting or updating automatically? Why is my Lead Capture form not appearing correctly on my Wordpress site? Why is my logo not updating? Why is my weather not showing? Why is ShootProof creating invoices under one person's name in 17hats rather than creating a different contact for each order? Why is the Facebook "CONTACT" button not appearing on mobile devices? Will deleting a single instance or a recurring event in my Google calendar automatically remove it from my 17hats calendar? Will my calendar dates still show on my calendar if I archive a project?