1. Community
2. General Q&A
3. Change sales tax rate

Hi Johanna, To change the taxes that are applied to your invoices and estimates, navigate to Settings>Payments>Taxes. You can edit existing taxes and add new items. Ive linked our guide that talks ...

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• Christina Rodriguez
• January 30, 2026 16:12
• 0 votes

1. Community
2. General Q&A
3. W9

Hi Kala, We recommend reaching out to our Client Care team as they would have access to information such as the W9. They can be reached at 844.998.4798. Thank you!

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• Christina Rodriguez
• January 30, 2026 16:07
• 0 votes

1. Community
2. Broadcasts & Emails
3. Campaign

Hi Kim! It looks like your last campaign triggered a bounce rate error. This error happens when a campaign exceeds your bounce rate for bounced (undeliverable) emails. You'll need to review your ca...

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• Christina Rodriguez
• January 28, 2026 20:10
• 0 votes

1. Community
2. General Q&A
3. Report

Hi Sarah, The Team Activity report has the ability to show revenue brought in by staff member. This is available under the "Reports" tab in your left hand navigation. I have linked our guide on thi...

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• Christina Rodriguez
• January 23, 2026 20:45
• 0 votes

1. Community
2. General Q&A
3. Delete an invoice draft

Hi Laurie, When viewing the draft from your dashboard, select it with the checkbox, then select "Cancel Payment Request" (appears at the top after selecting an invoice). You'll get a pop up to conf...

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• Christina Rodriguez
• January 23, 2026 16:20
• Edited
• 0 votes

1. Community
2. General Q&A
3. Issue

Hi there, This error can occur for different reasons, but usually means theres some sort of error with the email itself or with the email receiving mail from our servers. I recommend getting in tou...

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• Christina Rodriguez
• January 23, 2026 15:53
• 0 votes

1. Community
2. General Q&A
3. Contact

Hey there! I sent you an email with your rep's contact information. I also let him know you were trying to get in touch. If you have any general questions about your software, just let us know. If ...

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• Christina Rodriguez
• January 22, 2026 16:15
• 0 votes

1. Community
2. General Q&A
3. W-9 Needed

Hi Shannon! I saw that you were able to get in contact with our Client Care team about this and they were able to send it to you. If there is anything else you may need assistance with, just let us...

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• Christina Rodriguez
• January 22, 2026 15:44
• 0 votes

1. Community
2. Payments
3. Processing Fee Question

Hi Peter, I wasnt able to find a matching transaction based on the details you provided. To avoid posting sensitive information, I have emailed you to get more details on this. Thank you!

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• Christina Rodriguez
• January 20, 2026 17:22
• 0 votes

1. Community
2. CRM & Pipelines
3. Removing address from booking site

Hi Halley, I looked at your website and Client Portal but could not see a specific area in the booking process that includes your business address. Was there a specific place you noticed this visib...

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• Christina Rodriguez
• January 15, 2026 22:29
• 0 votes