Accounting

Connect Your Accounting Software

Errors with Xero Invoice Creation

QuickBooks Online Integration

UK Companies House Integration

Xero integration

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Invoicing

Adhoc Invoices

Client billing schedule overview

How to bill a milestone service without a future date

How to change invoice numbering sequence in QuickBooks

How to create a customizable invoice

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Payments

GoCardless Integration

Stripe Integration

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Account & Settings

Custom Fields Overview

Customize your brand

How to configure additional emails for notifications

How to configure your email signature

How to include a signature when sending emails

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Payment Collection

Configuring Payment Settings for Proposals

Enabling payments with Cone

How to add client payment details

How to automatically collect payment with invoicing

How to collect client payment details

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Clients & Contacts

Importing clients from your accounting software

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Storage

Custom storage integration overview

Enabling Cone's Google Drive App

How to work with Zapier integration

Integrating Cone With Existing Storage

Integrating Google Drive With Cone

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• 7 articles

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Proposals

Clients and Contacts Overview

📖 Craft stunning Proposals on Cone: An in-depth Guide

How to configure tax display for services in a proposal

How to customize PDF layout in proposals

How to customize services presentation in proposals

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Projects & Work

How to create and work with recurring projects

How to manage a recurring project series

Project templates overview

Projects and tasks overview

Time tracking with Cone

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Services

Create services: a detailed guide

How to add and use pricing factors

How to enable Service Auto-invoicing

How to manage and bill hourly services

How to work with pricing factors

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Client Portal

Client portal overview

Client requests overview

Custom domain for client portal

How to access client workspace settings

How to assign team members to clients

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Integrations

Custom email integration

Zapier Integration

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• 2 articles

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Deals

Deals management overview

Deals Overview

Manage Deals

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FAQs

FAQs

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