Combining Invoices
Multiple invoices can be printed by date range and combined for a particular Contact. This will allow you to see each...
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Combining Proposals
Multiple proposals can be generated by date range and combined for a single Contact. This will allow you to see... -
Taxing Rules
Video Watch the video above or scroll down for the written instructions. NOTE: Taxing Rules were updated in April... -
TPP Pay FAQS
What countries is TPP Pay available in? TPP Pay is only available for accounts in the United States at this... -
How To Process A Payment Directly in TPP
You are able to process a payment directly in TPP through TPP Pay via credit/debit card or ACH/eCheck. Financials Area... -
Refunding a Payment in TPP Pay
Once a payment has been processed directly in TPP or online via the payment link, it will appear in the... -
Voiding a Payment in TPP Pay
Once a payment has been processed directly in TPP or online via the payment link, it will appear in the... -
Sending a Payment Link for TPP Pay
You can easily email payment links to your clients for them to pay online! Sending The Link When you generate... -
TPP Pay Settings
To set up or edit your TPP Pay settings, go to Administration > Profile & Preferences and click the TPP... -
TPP Pay – Adding a Platform/Program Fee
Default Settings To define the percentage you want to charge your client when processing a payment via TPP Pay, go...