Copilot CRM

Customer Settings

Estimate Settings

Schedule Settings

Learn how to configure invoice settings in Copilot, including numbering, delivery preferences, and visibility options.

Invoice Settings

Learn how to configure payment-related settings in Copilot, including Stripe, PayPal, Auto-Charge, and receipt templates.

Payment Settings

Learn how to personalize your Copilot interface, including display formats, notifications, and dark mode.

Interface Settings

Requiring a payment method on file gives you confidence that customers will follow through with payment once the service is complete.

Setup Guide: Requiring a Payment Method on File

Automatically send customer invoices on a daily, weekly, or monthly schedule in Copilot CRM.

Setup Guide: Auto-Sending Invoices

Settings

Find answers and get help from Intercom Support and Community Experts

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