Finances
Credit Cards and ACH
Estimates
Deposit Thresholds
How to set it up and where to find it
Credit Card on File Required to Accept an Estimate
What this setting does and where to enable/disable it
Scheduling Individual Line Items On An Estimate
While previewing an estimate, you can click on each line item and schedule them individually.
Invoices
Payments
Reconciliation Discrepancies
What to do when you notice a discrepancy with your Copilot/Stripe reconciliation.
Contracts and Level Billing
Level Billing Contracts
What is, and how to create a Level Billing Contract
Additional articles
Editing or Removing an Expense Category
How to edit or remove an expense category in Copilot CRM
Emailing Customer Statements
You can email customer statements with a click of a button