How-Tos
How-Tos Guide
43 articles
How-To: Access Client Workspace Settings
How-To: Assign Team Members to Clients 📊
How-To: Invite And Manage Cone Support User
How-To: Work With Custom Fields In Cone
How-To: Configure Additional Emails For Cone Notifications
How-To: Include signature when sending emails from Cone
Invoicing
Invoicing
How-To: Create Customizable Invoice With ConeCreate tailored invoices with Cone
How-To: Create Invoice From Pending Billable Items
How-To: Update account code in invoices
How-To: Update invoice accountUpdating invoice account in services and invoices
How-To: Use Invoice Memo
How-To: Work with Invoice Numbering With QuickBooks Online Integration
How-To: Manage And Bill Hourly Services in Cone
How-To: Change Invoice Numbering Sequence in QBOCustomize your invoice numbering in QuickBooks Online to match your business needs and avoid billing errors
Proposals
Proposals
How-To: Manage Services When Creating Proposal
How-To: Setup Automatic Billing With ProposalsStreamline your workflow with Cone's automatic proposal and invoicing system, saving time and effort
How-To: Navigate to service presentation settings for proposalsNavigating to service presentation settings for a client inside a proposal
How-To: Customizing Services Presentation in ProposalsEnhance proposals with customizable service presentation. Adjust layouts, group services, tailor details, and customize labels
How-To: Configure Tax Display For Services In a ProposalConfiguring settings to show or hide taxes when presenting services to clients
How-To: Standardizing font size in Cone editorStandardize font sizes in Cone editor
How-To: Manage Proposal Email Reminder Settings
How-To: Manage reminder settings for a sent proposal
How-To: Renew A Proposal And Accept On Client's Behalf
How-To: Download A Copy Of The Signed Proposal ContractDownloading a copy of the signed contract you have with a client
How-To: Saving Proposal As a Template
How-To: View And Download PDF While Working With Proposals
How-To: Customize PDF Layout In ProposalsCustomize how your proposal PDFs look in Cone with section controls, page breaks, and live preview—all from the editor
How-To: Manage Reminder Settings For Sent Proposal 📅
Payments
Payments
How-To : Automatically Collect Payment With InvoicingAutomate payment collection in Cone - set default payment methods and schedule auto charges for seamless transactions
How-To: Collect Client Payment DetailsCollecting payment details from clients as part of proposal singing process or in a direct way
How-To: Add Client Payment Details
How-To : Manage Auto-Charging SettingsDisable auto-charging in Cone: Turn it off at the account or client level
How-To: Connect With GoCardlessCone and GoCardless: Automate Direct Debit Payments & Streamline Payment Collections
How-To: Setting Up Direct Debit Payment Method With Cone 💳
How-To: Requesting Payment Details From Client
Projects and Tasks
Projects and Tasks
How-To: Create And Send E-Signature Client RequestStreamline client onboarding with e-signature requests in Cone—create, send, and retrieve signed documents effortlessly
How-To: Create and send form client requestAutomate information collection with form client requests, enabling seamless data collection, and accessing information effortlessly
How-To: Create and send document upload client requestCreate secure document upload requests from clients. Clients upload files via portal, documents are centralized in Cone
How-To: Create And Work With Recurring ProjectsStreamline recurring projects with Cone templates—create once, reuse anytime for consistent client onboarding
How-To: Manage Recurring Project Series