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  1. Help Center
  2. Account-Level Tools and Settings
  3. Customizing Your Account

Customizing Your Account

  • Overview: Connecting Planning Pod Invoices with Quickbooks Online
  • Overview - How Can I Customize My Account
  • Setting Up Online Electronic Payment Processing in Planning Pod
  • Connecting a Quickbooks Payment Processing Account with Planning Pod
  • Customizing the Account Theme
  • Adding Your Organization's Logo and Home Page Branding
  • Customizing the Header/Footer of System PDFs
  • Integrating With Other Applications Via Zapier
  • Uploading or Importing Data From Files / Spreadsheets
  • Customizing the Email Headers/Footers for Emails Sent From Your Account
  • Customizing the "Reply-To" Email Address and Email Sender "From" Line
  • Customizing the Color Picker for Your Account
  • Customizing the Currency Symbol
  • Configuring the Time Zone and Date/Time Format
  • Connect Your Account to Other Applications
  • Configuring Alerts for Event/Venue Time Conflicts
  • Configuring Your Account To Auto-Archive Events
  • Managing Line Item Category Topics for Proposals/Invoices
  • Customizing the Tax Rates for Your Account
  • Managing Additional Fees for Proposals/Invoices
  • Managing Proposal/Invoice Display Options
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