General settings is where you will set basic business settings such as time zone, default messages, and company policies.
First, go to Settings in the left sidebar and click General in the navigation bar. When making any changes, don't forget to save before you navigate away from this page.
Time Zone = use the dropdown menu to set the time zone where your business is located.
BCC Email = email addresses entered in this section will be blind copied on all customer emails so can see and have record of what your customer is receiving.
This is a customer-facing address for your business that will appear on estimates, projects, invoices, receipts, and payment pages.
See a preview of the logo that will appear on projects, invoices, pages, and emails. Did you know you can customize the business portal with your company's logo? Branded business communications is a great way to impress your customers. To add or make changes to your logo, you can email a copy of the image to email@example.com. Accepted formats are png, jpeg, or svg (1000kb max size). The optimal shape is a wide rectangle, however, any shape will work.
Estimates, invoices, payment forms, and emails are formatted with two accent colors. The default colors are in alignment with the Project 2 Payment brand. Use the Replace Colors button to reveal an eyedropper tool. Click the color you want (anywhere on your device) and the tool will register that color as your selection.
Surcharging (if enabled on your account)
Surcharging is available by request. Email firstname.lastname@example.org to have it added to your business portal. First, it is imperative that you understand and adhere to all federal and state laws and all card brand surcharging rules. Review helpful resources here and check out our blog.
To turn on surcharging, switch the toggle to On. As soon as you hit Save at the bottom of the page, a surcharge will be applied to all eligible payments.
Percent = the percentage rate you intend to apply to all eligible credit card payments.
The amount of the surcharge can be no more than the cost of acceptance and no more than 3%, whichever is lower. State and/or local laws supersede card brand rules.
Use options in the dropdown to set default payment terms for your invoices. The default setting is Due on Receipt. Other options are Net 15, Net 30, Net 45, and Net 60.
This setting will used to automatically create a due date on invoices. New invoice terms only apply to future invoices created after the change. Changing invoice terms will not update existing invoices in the software.
Reminder emails are automatically sent to invoices with Net billing terms. Your customer will receive an email 15 days before the due date, 7 days before the due date, and on the due date. If you use Net billing terms, we highly recommend configuring after due date reminders so save you time chasing down outstanding invoices.
After Due Date Reminders
To turn on automatic email reminders for past due invoices, simply change the toggle to On.
Frequency = choose from a list of preset options to determine how often you would like messages sent to your customers.
Number of Resends = choose from a list of preset options to determine how many times you want to email your customer after the first reminder is sent.
If you would like to see the same statement added to every new project or a new invoice, you can type it here once instead of typing the same every time. The default message will appear on your new project or invoice, but you have the ability to customize before you send.
Create a payment policy to display to customer that you only have to type once and it will always appear. Be sure to include specific information about important details surrounding deposits, cancellations, refunds, etc. Light formatting options allow you to emphasize certain elements and add hyperlinks.
If QuickBooks is the accounting software you use for your business, you can send transactions, customers, invoices, and payments from Project 2 Payment through a sync instead of manually entering them.
For the initial set up, click the Connect to QuickBooks button. A pop-up window will prompt you to sign into your QuickBooks account, Signing in will complete the connection.
After you are connected, use the Sync to QuickBooks button to send over new data.
Email Review Link
To add a Write a Review button to your receipts, simply change the toggle to On.
Review Request Message = our default message is provided in the box, but you can make any changes if you would like to customize it.
Review Page URL Link (required) = enter your preferred review provider's reviews page link that customers would use to post feedback.
If you make any changes to your settings, don't forget to scroll down and save before navigating away from the page!