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Frequently Asked Questions
Most common questions are answered here.
Sales: Invoices, Quotes, Worksheets
- How Do I Delete an Invoice or Quote Using the Mobile App?
- Convert an invoice into a quote
- Part invoicing
- How Do I Create a Job Sheet?
- How to Convert a Quote to an Invoice
- How to Capture a Signature (Mobile Only)
- How to Copy a Document
- How to Print Documents From Powered Now
- Adding Multiple Priced Items to a Quote or Invoice in Projects
- How Does a Customer 'Accept' or Reject' a Quote?
- How Do I Edit a Document?
- How to Amend Headers and Footers
- Understanding the Different Document Statuses
- How to Backdate Documents
- Can I Save Priced Items to Re-Use?
- How Do I Find Previous Documents Created Within the Mobile App Version?
- How Do I Know if I've Sent a Quote/Invoice to My Customer?
- How to Create Documents With Images and Detailed Text From a Project
- How to Create a Document With No Pricing
- How Do I Change the Description of Quote to Estimate?
- Changing Your Quote or Invoice Numbers
- How Do I Set up My Invoice and Quote Numbers?
- How Do I Add My Bank Details to Invoices?
- Setting up Your Pricing Layout
- How to Apply a Markup
- Displaying options on Quotes/Estimates
- Add Attachment to a Single Document
- Update customer/company details on the document (PDF regen)
- How to set your Default Payment Terms
- Updating Site address on a document
- How to edit your document number at the end of the Financial Year (Mobile Version)
- New Configurable Image Sizing on documents
- How to Amend your invoice number
- How to Edit the Subject & Contents of Your Documents
- Adding a Site Address to a Quote/Invoice
- Adding a Site Address to a Quote/Invoice (Mobile Version)
- Creating a document for plots
- Creating a Job Sheet from a Quote
- Deposits and Stage Payments
- How to Attach a Document to Be Sent With Your Quote/Invoice/Job Sheet
- How to edit your document number at the end of the Financial Year
- Updating Site Address on a Document
- AI Text
- CIS & DRC invoices
Contacts, Customers and Sites
Costs: Purchase Orders, Expenses, Supplier Invoices
Diary and Appointments
- How Do I Create an Appointment for My Team?
- The Powered Now Diary
- How to Sync Your Powered Now Diary to Your Outlook Calendar
- Creating an Unplanned Appointment
- ETA / Arrival Assistant
- How to assign and complete a task in the diary
- How to Display Reminders in the Diary
- How to Edit The Message Sent With Documents/Appointments (in Terminology & Email)
- HR: Holidays, Sickness, Employment Documents
- Map App integration
- Set up your Appointment Status
- What Is the "Agenda" View of the Diary?
- Why do my reminder display with different colours in the diary?
- Appointment Notification Triggers
- Create Documents From An Appointment
Finances: Payments, Reports, CIS, VAT Returns
- Using Powered Now and MTD for VAT!
- Key Points to Consider When Setting up MTD in Powered Now
- How Do I Add a Credit Note?
- How Do I Set up CIS?
- How Do I Export My Financial Data?
- Does Powered Now Do Payment Reminders?
- How Do I Mark an Invoice as Paid?
- Accounts Export: Status Column
- How to Delete/Edit Payments
- How to Create a Customer Statement
- What is CIS?
- How to Export Time Logs
- How to Report on Appointments
- How to Report on Projects
- Running a Report on Outstanding Payments
- How to Resend a Receipt to a Customer
Forms and Certificates
- Do You Want to Use the Certificates in Powered Now?
- Electrical Certificate Improvements
- What Certificates Do You Have?
- Certificate Setup
- Raising a Certificate
- Adding a Site to a Certificate
- Exporting your Certificate Reminders
- Adding Site Address to Certificate
- How to update the Site Address on a Certificate
- How to Update the Site Address on Certificates (Mobile Devices)
- New Notes Section on all Certificates
- Powered Now - What Digital Certificates do we have?
- Having multiple different logos for your certificates
- How to run a report on Certificate reminders
- How to create multiple versions of a certificate
Xero
- How Do I Disconnect From Xero?
- How Does Reconciliation Work With Xero?
- How Does Synchronization Work Between Powered Now and Xero?
- What Doesn't the Xero Integration Do?
- Xero Integration: Initial Setup and Day-to-Day Running
- Xero Overview/Setup
- How to Set up Your Bank Account in Xero
- Xero Sync Alert: Too Many Payments
- Xero integration for stock management
- Xero Troubleshooting
Projects
Account Settings
- Changing Your Company Details
- Document Template Customisation
- Configure Notifications
- Configuring your Default Home screen
- Echo Template (Custom Document Template)
- How Do I Receive Powered Now Push Notifications?
- How to Be Sent a Backup of Each Quote/Invoice (BCC Email)
- How Do I Set up Paypal?
- How to Enable Auto Archiving
- How to Set up Priced Item Categories
- Setting Your Currency & Payment Options
- The Communications & Reminders tab in Settings
- Customise your confirmation emails
- Message template variables for Powered Now (shortcodes)
Customer Portal
Team Features
Not working? How to fix. (Troubleshooting)
- Clearing Your Database on Web
- Powered Now App Not Running?
- SumUp Card Reader Setup & Troubleshooting
- Why Does My Document State TBA?
- Chrome Storage Settings
- Troubleshooting Location Tracking
- Forgotten Password
- How Do I Cancel My Free Trial?
- How Do I Cancel My Subscription?
- How Do I Pay for Powered Now?
- How to Allow Popups
- How to Free up Space on Your iPhone/iPad
- What Is a Disbursement and How Does Powered Now Help?
- Will Powered Now Drain the Battery on My Device?
- Windows 10 Compatibility
Other Questions
- What Devices and Browsers Does Powered Now Support?
- Where Can I Add My Company Registration Number?
- How Secure Is Your Data?
- How Many Users Are Included on the Professional and Premium Plan?
- How Much Does Powered Now Cost?
- How to Import Your Product Catalogue
- Can I Add Users to the Business Plan?
- How Do I Log Into the Web Version of Powered Now?
- What Happens if I Lose or Break My Device?
- What Are the Terms and Conditions?
- Web Version - Beta Testing
- Does Powered Now Work Offline?
- Can I Import Data Into Powered Now?
- Who is Powered Now?
- Is Powered Now Backed Up?
- Does Powered Now Do Payroll?
- Adding Items to Your Product Catalogue
- How to Send a Message to Your Customer (via Appointment, Project and Within Contact Record)
- Account verification functionality
- Does Powered Now Link to Your Bank Account?
- How Do I Find Previous Documents Created on the Desktop Version?
- Enhanced Time Logs