Welcome to Project 2 Payment! Now that you are here, you might be wondering where to start. This checklist will walk you through the most important first steps to take to customize your account before you start building projects and sending out invoices.
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Verify your business settings. | ||
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Add more users. | ||
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Email a copy of your logo to support@project2payment.com. | ||
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Change accent colors to match your brand. | ||
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Set default payment terms for invoices and turn on after due date reminders. | ||
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Turn on project start reminders. | ||
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Turn on your payment page. Add the link to your website and/or emails. | ||
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Turn on your project request page. Add the link to your website and/or emails. | ||
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Start adding customers to your customer database. | ||
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Start adding items to your item library. | ||
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If you set up a merchant account, confirm the Merchant Portal new user account. Learn more about why you have two logins and when to expect funds in your bank account. | ||
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Download the Android app in the Google Play Store. | ||
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Your feedback matters! If you are loving Project 2 Payment, please consider submitting a Google Review. If you've encountered any issues, please Report the Problem so we can help. |