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How to reset your forms

Written by Bradley LaFave

If you've asked our team to make an update to a form, you'll need to pull in the new form.

Reset forms

Video Guide

Step-by-step instructions

  1. In the Billing module, click on the Project that you need to reset the forms.
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    Screenshot 2024-02-20 at 10.35.44 AM.png
  2. In the Project homepage, click on the PayApp that needs different forms.
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    Screenshot 2024-02-20 at 10.38.42 AM.png
  3. In the Project Overview page or Project Invoice page, click Generate Forms.
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    Screenshot 2024-02-20 at 10.33.53 AM.png
    Screenshot 2024-02-20 at 10.34.03 AM.png
  4. In this view, click the x mark to reset the forms.
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    Screenshot 2024-02-20 at 10.34.20 AM.png
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