How To Connect to Square

To connect with Square, simply navigate to your Profile, and scroll down until you see “Square Payments” and turn it on. once you do, you will be redirected to log into your square account and asked to give permission to allow the integration. After the...

How To Set Up Custom Invoices

Setting up custom invoices is easy. Make sure you have your agreement portal turned on and your company information filled out (all in your profile section). Afterward, turn on invoices and you are up and running. Invoices will be marked as “PAID” when the...