Formitize Help Desk

When sending an invoice, you're able to send to other email addresses by adding them in the 'To' section of the Send Email form, separated by a ...

You can add your Client's Site Name onto the invoices that you send to your clients by updating the address format in your Account settings on the Web P...

To hide line item prices on an invoice in the Web Portal  > Setting Cogs > Accounts > Invoices > Invoice PDF Options > Select no under Show l...

In your PayNow invoice settings, there is an option to apply a surcharge to invoices that are paid through PayNow. This is to help cover the fees for using ...

If you don't have the option to enable PayNow when you go to the invoice settings, then it could be one of two reasons, so you may need to check these: ...

Absolutely! Two new Placeholder links are now available, specifically designed for the creation of invoice templates that can be utilised for invoices and q...

The Share option provides a way to share the invoice link so that any nominated recipient is able to view the invoice with just a click. For Formitize a...

In the Web Browser go to CRM > Contacts, and then select the Show Archived check box at the top of the table. You can then search for the invoice you wan...

Just like the invoices in the Web Portal, the App has share buttons that provides fast and reliable payment communication between our Formitize Users and th...

Registering with Stripe is essential for setting automatic card payment options within Formitize. The following video and instructions will help you to be a...