# Anchor Help Center

> Find step-by-step guides, videos, FAQs and more to help you use Anchor to its full potential.

## Getting Started with Anchor

- [Setting up your Anchor account](https://help.sayanchor.com/en/articles/9193698-setting-up-your-anchor-account.md): Complete these four steps to set up your Anchor account
- [Dashboard overview](https://help.sayanchor.com/en/articles/6329062-dashboard-overview.md): Keep track of your business performance with the Anchor dashboard
- [Payments in Anchor](https://help.sayanchor.com/en/articles/5661179-payments-in-anchor.md): This article details the payment methods and price structure of Anchor's services. No subscription fees, simply pay as you go
- [Managing agreements](https://help.sayanchor.com/en/articles/6147954-managing-agreements.md): An overview of agreement notifications, the agreement page’s layout, and the quick actions menu.
- [Proposals overview](https://help.sayanchor.com/en/articles/6147961-proposals-overview.md): An overview of proposal statuses, the page layout, and the quick actions menu.
- [Invoices overview](https://help.sayanchor.com/en/articles/6147966-invoices-overview.md): An overview of Invoice statuses, filters, and other actions.
- [Payouts overview](https://help.sayanchor.com/en/articles/6147969-payouts-overview.md): An overview of the Payouts page, its layout, and additional information.
- [Best practices for moving existing clients to Anchor](https://help.sayanchor.com/en/articles/10219710-best-practices-for-moving-existing-clients-to-anchor.md): Discover best practices for onboarding your clients to Anchor, including effective communication strategies and setting up payment methods.
- [Archive and delete contacts in bulk](https://help.sayanchor.com/en/articles/13942693-archive-and-delete-contacts-in-bulk.md): Learn more about archiving and deleting contacts, including how to bulk archive or delete multiple contacts at once.
- [📱Anchor Mobile Apps](https://help.sayanchor.com/en/articles/16529178-anchor-mobile-apps.md): Send proposals and collect payments all from your phone!
- [Mobile App Troubleshooting Tips](https://help.sayanchor.com/en/articles/16533461-mobile-app-troubleshooting-tips.md): Tips for troubleshooting issues with the iPhone or Android app
- [Anchor in Spanish](https://help.sayanchor.com/en/articles/16753277-anchor-in-spanish.md): Learn how to change your account to Spanish
- [Anchor en Español](https://help.sayanchor.com/en/articles/16753483-anchor-en-espanol.md): Aprende a cambiar tu cuenta a español
- [Manage clients and contacts](https://help.sayanchor.com/en/articles/16906697-manage-clients-and-contacts.md): Add, import, and archive client businesses and contacts
- [Add recipients and signatories to a proposal](https://help.sayanchor.com/en/articles/16906752-add-recipients-and-signatories-to-a-proposal.md)
- [KYB process overview](https://help.sayanchor.com/en/articles/9938694-kyb-process-overview.md): Everything you need to know about Know Your Business verification in Anchor
- [Account requirements](https://help.sayanchor.com/en/articles/17014888-account-requirements.md): What your account needs in order to start receiving payments on Anchor: KYB verification, web presence, address, and bank account requirements.
- [How do I complete KYB if I am operating under a DBA?](https://help.sayanchor.com/en/articles/15083638-how-do-i-complete-kyb-if-i-am-operating-under-a-dba.md): How to complete the KYB process if your business operates under a DBA name.
- [Why does Anchor require my full SSN?](https://help.sayanchor.com/en/articles/15083633-why-does-anchor-require-my-full-ssn.md): Why a full Social Security Number is required for identity verification during KYB.
- [What to check if your KYB document upload fails.](https://help.sayanchor.com/en/articles/15083637-what-to-check-if-your-kyb-document-upload-fails.md): Steps to take if your business registration document fails to upload during the KYB process.

## Sending Proposals

- [Creating a proposal](https://help.sayanchor.com/en/articles/5082392-creating-a-proposal.md): Learn how to create proposals in Anchor
- [How to set up services](https://help.sayanchor.com/en/articles/6155179-how-to-set-up-services.md): Organize your business with services! Build services once, then customize them on a per-client basis in your proposals.
- [How to sign a proposal in Anchor \(client's perspective\)](https://help.sayanchor.com/en/articles/5981474-how-to-sign-a-proposal-in-anchor-client-s-perspective.md): A Step-by-Step Guide to the Client’s Approval Process
- [Approving a proposal on behalf of the client](https://help.sayanchor.com/en/articles/10244015-approving-a-proposal-on-behalf-of-the-client.md): Discover how to transition your existing clients to Anchor without needing to send a proposal.
- [Understanding proposal statuses](https://help.sayanchor.com/en/articles/6082652-understanding-proposal-statuses.md): Learn more about the various proposal statuses in Anchor
- [Proposal templates](https://help.sayanchor.com/en/articles/8512622-proposal-templates.md)
- [Custom branding](https://help.sayanchor.com/en/articles/9500756-custom-branding.md)
- [Share a proposal by link](https://help.sayanchor.com/en/articles/10351383-share-a-proposal-by-link.md)
- [Setting an expiration date for a proposal](https://help.sayanchor.com/en/articles/10490849-setting-an-expiration-date-for-a-proposal.md): Learn how to set an expiration date for proposals, preventing clients from accessing or signing them after a specified period
- [Archiving proposals](https://help.sayanchor.com/en/articles/11645831-archiving-proposals.md): Here’s everything you need to know about how archiving proposals works in Anchor.
- [Schedule send](https://help.sayanchor.com/en/articles/11680225-schedule-send.md): Learn how to schedule proposals to be sent automatically at a future date and time.
- [Using bundles in Anchor](https://help.sayanchor.com/en/articles/12290730-using-bundles-in-anchor.md): Group multiple services into one offering, with one clear price for your client
- [Bill services on-demand](https://help.sayanchor.com/en/articles/14474913-bill-services-on-demand.md): Charge clients when work is completed, without setting a recurring billing schedule
- [Import an existing agreement into Anchor](https://help.sayanchor.com/en/articles/15046301-import-an-existing-agreement-into-anchor.md): How to import an existing agreement into Anchor using AI.
- [Edit a sent proposal](https://help.sayanchor.com/en/articles/14782423-edit-a-sent-proposal.md): Update a proposal after it's been sent to a client — without creating a new one
- [Custom pages](https://help.sayanchor.com/en/articles/15055680-custom-pages.md): Learn how to customize your agreement using Custom pages
- [Optional services](https://help.sayanchor.com/en/articles/7470599-optional-services.md): Learn how to set up optional services in a proposal in Anchor
- [Automatically approve out-of-scope charges](https://help.sayanchor.com/en/articles/9667078-automatically-approve-out-of-scope-charges.md): Tired of chasing approvals for your invoices? Wish they could just process automatically? Here’s how you can set it up.
- [How to prorate the first payment for a service](https://help.sayanchor.com/en/articles/8193346-how-to-prorate-the-first-payment-for-a-service.md): A step-by-step guide to calculating prorated payments
- [Introductory video](https://help.sayanchor.com/en/articles/9636871-introductory-video.md)
- [Automatic yearly price increase](https://help.sayanchor.com/en/articles/9501520-automatic-yearly-price-increase.md)
- [How to limit billing cycles for a recurring service](https://help.sayanchor.com/en/articles/7991960-how-to-limit-billing-cycles-for-a-recurring-service.md): Need to set a cap on billing cycles? Here’s the quick guide
- [Conditional discounts](https://help.sayanchor.com/en/articles/11680257-conditional-discounts.md): Learn how to create discounts that apply only if the proposal is signed within a set timeframe.
- [Setting an expiration for a discount](https://help.sayanchor.com/en/articles/11961893-setting-an-expiration-for-a-discount.md)
- [Start billing on a specific date](https://help.sayanchor.com/en/articles/12935448-start-billing-on-a-specific-date.md): Control when automatic billing begins by setting a specific start date- whether for future services or catch-up billing.
- [Setting when billing starts for an automatic service](https://help.sayanchor.com/en/articles/13609664-setting-when-billing-starts-for-an-automatic-service.md): Understand the different options for setting when a service starts billing and how each option affects invoicing.

## Managing Agreements

- [How to edit an agreement](https://help.sayanchor.com/en/articles/5095234-how-to-edit-an-agreement.md): Editing an agreement is simple and transparent for your client – there’s no need to sign a new proposal. Follow this guide to learn more.
- [About "Request Payment Method"](https://help.sayanchor.com/en/articles/8344568-about-request-payment-method.md): Easily prompt clients to add their payment details
- [Amending billing date](https://help.sayanchor.com/en/articles/8937013-amending-billing-date.md): This article explains how to change a billing date and what to expect when you do so
- [Sharing a direct link to a page with a client](https://help.sayanchor.com/en/articles/9293061-sharing-a-direct-link-to-a-page-with-a-client.md): Share a direct link to their client portal or a specific agreement page
- [Agreement name](https://help.sayanchor.com/en/articles/8838101-agreement-name.md): Learn more about the agreement name when creating a new proposal
- [Terminating an agreement](https://help.sayanchor.com/en/articles/10342020-terminating-an-agreement.md)
- [Changing or adding email recipients on an agreement](https://help.sayanchor.com/en/articles/15156280-changing-or-adding-email-recipients-on-an-agreement.md): Learn how to add additional contacts or change the person who receives email notifications in your agreement.

## Billing & Payments

- [Compliance review and payment processing](https://help.sayanchor.com/en/articles/10624137-compliance-review-and-payment-processing.md): Got an email requesting more info about your client? Here’s what it means and how to speed up their payment
- [Managing payment methods](https://help.sayanchor.com/en/articles/10062054-managing-payment-methods.md): Discover all the available methods to add payment details to agreements
- [Chargebacks and payment disputes in Anchor](https://help.sayanchor.com/en/articles/8304718-chargebacks-and-payment-disputes-in-anchor.md): Understand the chargeback process and how to resolve payment disputes in Anchor
- [Managing failed payments](https://help.sayanchor.com/en/articles/6625020-managing-failed-payments.md): Common payment failures and steps to retry
- [Refunding client payments](https://help.sayanchor.com/en/articles/8011138-refunding-client-payments.md): Need to handle a refund? You're in the right place. Here's how to do it smoothly
- [Payments in Anchor](https://help.sayanchor.com/en/articles/6335272-payments-in-anchor.md): Learn more about how payments work in Anchor
- [Understanding Invoice Statuses](https://help.sayanchor.com/en/articles/6007077-understanding-invoice-statuses.md): Learn more about the various invoice statuses in Anchor
- [When will my client be asked to approve an invoice?](https://help.sayanchor.com/en/articles/5863145-when-will-my-client-be-asked-to-approve-an-invoice.md): Learn about the specific situations where your client's approval is required before a payment can be processed
- [How to change the invoice prefix in Anchor](https://help.sayanchor.com/en/articles/11640349-how-to-change-the-invoice-prefix-in-anchor.md): Create distinct invoice numbers to avoid duplicates and/or match your brand style
- [Adding out-of-scope charges](https://help.sayanchor.com/en/articles/6777361-adding-out-of-scope-charges.md): How you can deal with and avoid missed charges
- [Billing for a missed period](https://help.sayanchor.com/en/articles/7323912-billing-for-a-missed-period.md): Learn how to manually bill services for previous periods
- [How to apply a credit for your client](https://help.sayanchor.com/en/articles/6118071-how-to-apply-a-credit-for-your-client.md): Adding a credit amount to a client's agreement is easy. See this article for details.
- [Pausing automatic billing for a service](https://help.sayanchor.com/en/articles/6735578-pausing-automatic-billing-for-a-service.md): Learn how to pause and resume automatic billing for a service
- [Billing hub overview](https://help.sayanchor.com/en/articles/5883408-billing-hub-overview.md): Anchor's Billing Hub helps you manage all of your upcoming payments, per client, in a single place.
- [Group identical line items on invoices in Anchor](https://help.sayanchor.com/en/articles/10351421-group-identical-line-items-on-invoices-in-anchor.md)
- [Billing clients in bulk](https://help.sayanchor.com/en/articles/11378155-billing-clients-in-bulk.md): Import a spreadsheet of line-item charges and generate multiple invoices in one click
- [Bill in stages](https://help.sayanchor.com/en/articles/11767347-bill-in-stages.md): Split the billing of a service into stages and bill as work progresses.
- [Unvoiding an invoice](https://help.sayanchor.com/en/articles/13003729-unvoiding-an-invoice.md): Learn how to unvoid an invoice in Anchor, and understand what happens when the invoice is synced to QuickBooks Online or Xero.
- [Bill without an Agreement](https://help.sayanchor.com/en/articles/16098923-bill-without-an-agreement.md): Bill clients without a signed agreement

## Integrations

- [Abacor](https://help.sayanchor.com/en/articles/16832804-abacor.md): Abacor connects its AI assistants to Anchor to import your service catalog, surface revenue opportunities, and draft proposals from client meetings.
- [Financial Cents](https://help.sayanchor.com/en/articles/9881503-financial-cents.md)
- [Karbon](https://help.sayanchor.com/en/articles/9881648-karbon.md)
- [Client Hub](https://help.sayanchor.com/en/articles/9920686-client-hub.md)
- [Double](https://help.sayanchor.com/en/articles/11193603-double.md): Streamline your workflow by connecting Anchor to Double
- [monday.com](https://help.sayanchor.com/en/articles/11477892-monday-com.md): Anchor’s integration with monday.com lets trigger key actions in Anchor and sync updates - directly from your monday.com board
- [Make](https://help.sayanchor.com/en/articles/11504690-make.md): Connect Anchor with Make to build robust automations that streamline your workflow
- [Anchor API & Webhooks](https://help.sayanchor.com/en/articles/12293577-anchor-api-webhooks.md): Learn how to connect Anchor with your CRM, website, or tools using APIs and webhooks to automate proposals, agreements, invoicing, and payments.
- [Levvy](https://help.sayanchor.com/en/articles/13003522-levvy.md): Anchor’s integration with Levvy automatically creates clients and triggers workflows in Levvy when a proposal is accepted in Anchor.
- [COUNT](https://help.sayanchor.com/en/articles/13737208-count.md): Anchor’s integration with COUNT automatically creates clients and triggers workflows in COUNT when a proposal is accepted in Anchor.
- [Claude Connector](https://help.sayanchor.com/en/articles/15002538-claude-connector.md): Connect your Anchor account to Claude AI and manage your client work using natural language.
- [Ping](https://help.sayanchor.com/en/articles/15293356-ping.md): Ping captures client interactions from meetings and emails, automates notes and follow-ups, and gives accounting firms real-time intelligence
- [Connecting to QuickBooks](https://help.sayanchor.com/en/articles/6867639-connecting-to-quickbooks.md): Learn how to establish the connection between QuickBooks and Anchor
- [Setting up QuickBooks Online](https://help.sayanchor.com/en/articles/6745076-setting-up-quickbooks-online.md): Learn how to set up the connection between QuickBooks Online and Anchor
- [How Anchor integrates with QuickBooks Online](https://help.sayanchor.com/en/articles/6935070-how-anchor-integrates-with-quickbooks-online.md): Anchor invoices and payouts can be easily synced with QuickBooks. Here's how 👇🏼
- [How to bill QuickBooks Time Activities in Anchor](https://help.sayanchor.com/en/articles/11365418-how-to-bill-quickbooks-time-activities-in-anchor.md): Easily sync billable time from QuickBooks Online and invoice clients directly in Anchor
- [QuickBooks Online sync status](https://help.sayanchor.com/en/articles/6952078-quickbooks-online-sync-status.md): Review the different Sync Statuses of invoices and payouts
- [How to reactivate items in QuickBooks Online](https://help.sayanchor.com/en/articles/8385713-how-to-reactivate-items-in-quickbooks-online.md): This article explains the steps to reactivate accounts, customers, services, vendors, and classes in QuickBooks Online
- [How to unlink a payment or refund from a QBO deposit](https://help.sayanchor.com/en/articles/8544439-how-to-unlink-a-payment-or-refund-from-a-qbo-deposit.md): This article explains the steps to remove an Anchor payment or refund from a deposit in QuickBooks Online.
- [Working with QuickBooks Online Classes in Anchor](https://help.sayanchor.com/en/articles/9555924-working-with-quickbooks-online-classes-in-anchor.md)
- [How to fix a QBO sync error for a closed account period.](https://help.sayanchor.com/en/articles/8676191-how-to-fix-a-qbo-sync-error-for-a-closed-account-period.md): Simple steps to fix the 'account period closed' sync error in QuickBooks Online
- [Why did my client receive a QBO payment request email?](https://help.sayanchor.com/en/articles/12320140-why-did-my-client-receive-a-qbo-payment-request-email.md): Simple steps to understand why a client may get a QuickBooks Online payment link for an Anchor invoice
- [Connecting to Xero](https://help.sayanchor.com/en/articles/11365408-connecting-to-xero.md): Establish the connection between Xero and Anchor to keep your invoices and payments fully aligned
- [Setting up Xero](https://help.sayanchor.com/en/articles/11624549-setting-up-xero.md): Learn how to complete the setup by mapping accounts, contacts, and services
- [How Anchor syncs with Xero](https://help.sayanchor.com/en/articles/11624731-how-anchor-syncs-with-xero.md): Understand how invoices, payments, payouts, and fees flow between Anchor and Xero
- [How to restore items in Xero](https://help.sayanchor.com/en/articles/11625123-how-to-restore-items-in-xero.md): Restore archived items to resolve sync issues between Anchor and Xero
- [How to Fix the Xero 'Account Period Is Locked' Error](https://help.sayanchor.com/en/articles/10205126-how-to-fix-the-xero-account-period-is-locked-error.md): Fix sync issues caused by closed financial periods in Xero.
- [How to connect Zapier to Anchor](https://help.sayanchor.com/en/articles/7201961-how-to-connect-zapier-to-anchor.md): Connect Zapier to integrate Anchor with over 1500 apps and automate your day to day!
- [How to connect Anchor to Google Chat using Zapier \[BETA\]](https://help.sayanchor.com/en/articles/16579577-how-to-connect-anchor-to-google-chat-using-zapier-beta.md): Notify a Google Chat space automatically whenever key events happen in Anchor.
- [Using Anchor with Zapier](https://help.sayanchor.com/en/articles/7833601-using-anchor-with-zapier.md): Learn how to use Zapier with Anchor to automate workflows across your firm
- [How to connect Anchor to Zoho Books](https://help.sayanchor.com/en/articles/8460864-how-to-connect-anchor-to-zoho-books.md): Use Zapier to connect Anchor to your other apps and automate your day to day tasks
- [Route invoices to the right team member with Zapier](https://help.sayanchor.com/en/articles/15197607-route-invoices-to-the-right-team-member-with-zapier.md): Automatically route invoices to the team member assigned to a specific client.
- [How to connect Anchor to Typeform using Zapier \[BETA\]](https://help.sayanchor.com/en/articles/15994986-how-to-connect-anchor-to-typeform-using-zapier-beta.md): Learn how to use Typeform with Anchor to automate client intake
- [How to connect Anchor to Google Forms using Zapier \[BETA\]](https://help.sayanchor.com/en/articles/15995337-how-to-connect-anchor-to-google-forms-using-zapier-beta.md): Learn how to use Google Forms with Anchor to automate client intake
- [How to connect Anchor to SurveyMonkey using Zapier \[BETA\]](https://help.sayanchor.com/en/articles/15995517-how-to-connect-anchor-to-surveymonkey-using-zapier-beta.md): Learn how to use SurveyMonkey with Anchor to automate client intake
- [How to connect Anchor to TaxDome using Zapier \[BETA\]](https://help.sayanchor.com/en/articles/15996124-how-to-connect-anchor-to-taxdome-using-zapier-beta.md): Learn how to use TaxDome with Anchor to automatically add clients when a proposal is signed
- [How to connect Anchor to Calendly using Zapier \[BETA\]](https://help.sayanchor.com/en/articles/16086805-how-to-connect-anchor-to-calendly-using-zapier-beta.md): Learn how to use Calendly with Anchor to automatically log prospects when they book a discovery call
- [How to connect Anchor to Zoho CRM using Zapier \[BETA\]](https://help.sayanchor.com/en/articles/16087424-how-to-connect-anchor-to-zoho-crm-using-zapier-beta.md): Learn how to use Zoho CRM with Anchor to automatically sync new leads and contacts
- [How to connect Anchor to ClickUp using Zapier \[BETA\]](https://help.sayanchor.com/en/articles/16087977-how-to-connect-anchor-to-clickup-using-zapier-beta.md): Learn how to use ClickUp with Anchor to automatically create a Space and onboarding tasks when a proposal is approved
- [How to connect Anchor to Notion using Zapier \[BETA\]](https://help.sayanchor.com/en/articles/16287891-how-to-connect-anchor-to-notion-using-zapier-beta.md): Learn how to use Notion with Anchor to keep your client and invoice records in sync
- [How to connect Anchor to Microsoft Teams using Zapier \[BETA\]](https://help.sayanchor.com/en/articles/16430861-how-to-connect-anchor-to-microsoft-teams-using-zapier-beta.md): Notify a Teams channel or chat automatically whenever key events happen in Anchor.

## Business settings

- [Managing team members](https://help.sayanchor.com/en/articles/7729697-managing-team-members.md): Invite team members and assign roles based on their expertise and responsibilities.
- [Notifications](https://help.sayanchor.com/en/articles/9729494-notifications.md): Customize and Manage Email and SMS Notifications
- [The Anchor referral program: share and earn](https://help.sayanchor.com/en/articles/8102891-the-anchor-referral-program-share-and-earn.md): When a contact joins Anchor with your link and gets paid, you get credits. Nice!
- [Sending emails using your own domain](https://help.sayanchor.com/en/articles/11001173-sending-emails-using-your-own-domain.md): Learn how to connect your own mailbox to send client emails from your domain, ensuring brand consistency and better email visibility.
- [1099-K form issuance \(2025\)](https://help.sayanchor.com/en/articles/12525562-1099-k-form-issuance-2025.md)
- [Changing your bank account for payouts](https://help.sayanchor.com/en/articles/15047219-changing-your-bank-account-for-payouts.md): How to change the bank account that your Anchor payouts get deposited into.

## Reports

- [Viewing and exporting reports](https://help.sayanchor.com/en/articles/9879414-viewing-and-exporting-reports.md)

## FAQs

- [What amendments must the client approve?](https://help.sayanchor.com/en/articles/7733302-what-amendments-must-the-client-approve.md): Find out what changes in agreements have to be approved and how emails reflect them
- [What situations trigger client notification emails?](https://help.sayanchor.com/en/articles/6626119-what-situations-trigger-client-notification-emails.md): A complete list of cases in which your client will get an email notification from Anchor
- [What does Anchor help me achieve?](https://help.sayanchor.com/en/articles/6567384-what-does-anchor-help-me-achieve.md): Anchor FAQs
- [How does Anchor automate payments?](https://help.sayanchor.com/en/articles/6567385-how-does-anchor-automate-payments.md): Anchor FAQs
- [What's Anchor's pricing structure?](https://help.sayanchor.com/en/articles/6567388-what-s-anchor-s-pricing-structure.md): Anchor FAQs
- [How long do payments take to reach my bank account?](https://help.sayanchor.com/en/articles/6567454-how-long-do-payments-take-to-reach-my-bank-account.md): Anchor FAQs
- [How should I handle a failed payment?](https://help.sayanchor.com/en/articles/6567390-how-should-i-handle-a-failed-payment.md): Anchor FAQs
- [Does Anchor charge tax?](https://help.sayanchor.com/en/articles/6567451-does-anchor-charge-tax.md): Anchor FAQs
- [When will I receive payment for a net-term invoice?](https://help.sayanchor.com/en/articles/6567462-when-will-i-receive-payment-for-a-net-term-invoice.md): Anchor FAQs
- [When does the client add their payment method?](https://help.sayanchor.com/en/articles/6567389-when-does-the-client-add-their-payment-method.md): Anchor FAQs
- [Will clients pay a full month for late approval?](https://help.sayanchor.com/en/articles/6567394-will-clients-pay-a-full-month-for-late-approval.md): Anchor FAQs
- [How to verify a client's bank account with micro-deposits](https://help.sayanchor.com/en/articles/5900687-how-to-verify-a-client-s-bank-account-with-micro-deposits.md): This article will explain how to manually connect a client’s bank account for automated ACH payments
- [How do I prorate services added mid month?](https://help.sayanchor.com/en/articles/6567397-how-do-i-prorate-services-added-mid-month.md): Anchor FAQs
- [Who receives client activity email notifications?](https://help.sayanchor.com/en/articles/6567396-who-receives-client-activity-email-notifications.md): Anchor FAQs
- [What happens when a client replies to an Anchor notification?](https://help.sayanchor.com/en/articles/6567400-what-happens-when-a-client-replies-to-an-anchor-notification.md): Anchor FAQs
- [Can I let my client sign without providing a payment method?](https://help.sayanchor.com/en/articles/6567403-can-i-let-my-client-sign-without-providing-a-payment-method.md): Anchor FAQs
- [Can invoices be approved by my accounting team prior to paying?](https://help.sayanchor.com/en/articles/6567413-can-invoices-be-approved-by-my-accounting-team-prior-to-paying.md): Anchor FAQs
- [When are client credits applied to an Anchor invoice?](https://help.sayanchor.com/en/articles/6567393-when-are-client-credits-applied-to-an-anchor-invoice.md): Anchor FAQs
- [How does billing my international clients work?](https://help.sayanchor.com/en/articles/8224381-how-does-billing-my-international-clients-work.md)
- [What is an MCC code?](https://help.sayanchor.com/en/articles/10741306-what-is-an-mcc-code.md): A Merchant Category Code \(MCC\) identifies a business based on the products or services it provides. Here’s what you need to know.
- [Does deleting a service from my library affect active agreements?](https://help.sayanchor.com/en/articles/16832904-does-deleting-a-service-from-my-library-affect-active-agreements.md)
- [How can I change the business name of a client?](https://help.sayanchor.com/en/articles/16833023-how-can-i-change-the-business-name-of-a-client.md)

## Client? Use this section 🤝

- [How to connect your bank account manually with micro-deposits](https://help.sayanchor.com/en/articles/15062892-how-to-connect-your-bank-account-manually-with-micro-deposits.md): How to connect your ACH using account and routing numbers and complete the payment method verification process.
- [Client? Meet Anchor!](https://help.sayanchor.com/en/articles/6328884-client-meet-anchor.md): Discover how the Anchor platform empowers you as a client with real-time tracking, payment control, and financial security.
- [Get an overview of your Anchor account](https://help.sayanchor.com/en/articles/6335249-get-an-overview-of-your-anchor-account.md): As soon as an agreement is approved, Anchor provides access to it, including upcoming payments and invoices. Learn more in this article 💜
- [Client Portal in Spanish](https://help.sayanchor.com/en/articles/16753547-client-portal-in-spanish.md): Change your Anchor Client Portal to Spanish
- [Portal de Cliente en Español](https://help.sayanchor.com/en/articles/16753702-portal-de-cliente-en-espanol.md): Cambia tu Portal de Cliente de Anchor a español
- [How to sign a proposal in Anchor](https://help.sayanchor.com/en/articles/5970614-how-to-sign-a-proposal-in-anchor.md): A Step-by-Step Guide to Approving Your Proposal
- [Setting up your payment method](https://help.sayanchor.com/en/articles/5484666-setting-up-your-payment-method.md): Quickly link your bank or credit card and enjoy smooth transactions
- [How do I change the payment method on my agreement?](https://help.sayanchor.com/en/articles/6287975-how-do-i-change-the-payment-method-on-my-agreement.md): Learn how to add, change or delete a payment method after an agreement has been approved
- [How can I update my details in Anchor?](https://help.sayanchor.com/en/articles/6288017-how-can-i-update-my-details-in-anchor.md): Learn how to change your personal and business details in your Anchor account
- [Can I minimize disputes and declines due to missing authorization?](https://help.sayanchor.com/en/articles/6668991-can-i-minimize-disputes-and-declines-due-to-missing-authorization.md)
- [How does the payment process work?](https://help.sayanchor.com/en/articles/5863380-how-does-the-payment-process-work.md): Paying with Anchor is transparent, secure, and free of errors. In specific cases, payments will require your approval.
- [How to switch businesses in Anchor?](https://help.sayanchor.com/en/articles/6275068-how-to-switch-businesses-in-anchor.md): Do you have multiple Anchor accounts? No worries! Here's how to switch between them
- [How to stop a payment](https://help.sayanchor.com/en/articles/10502150-how-to-stop-a-payment.md): This guide provides step-by-step instructions on how you can stop a payment as a client through Anchor.
- [How can I pay an invoice before the due date?](https://help.sayanchor.com/en/articles/15047172-how-can-i-pay-an-invoice-before-the-due-date.md): How to pay an invoice immediately when an agreement includes net terms
- [Managing clients with multiple businesses in Anchor](https://help.sayanchor.com/en/articles/15054914-managing-clients-with-multiple-businesses-in-anchor.md): Learn how to set up agreements for clients with multiple companies.
- [Disconnecting your payment method from an agreement](https://help.sayanchor.com/en/articles/15156248-disconnecting-your-payment-method-from-an-agreement.md): How to disconnect your payment method from your agreement with your Service Provider

## Announcements 🎁

- [What's new at Anchor](https://help.sayanchor.com/en/articles/10342688-what-s-new-at-anchor.md): Stay informed with the newest features and improvements. Read on to catch up 👇