# Anchor Help Center

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

## 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)
- [Add recipients and signatories to a proposal](https://help.sayanchor.com/en/articles/9638965-add-recipients-and-signatories-to-a-proposal.md): Need multiple signatures on your proposals? Want the right stakeholders to review them? Here's how you can do it.
- [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

## 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

## 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.
- [Notification settings](https://help.sayanchor.com/en/articles/9729494-notification-settings.md): Customize and Manage Email Notification Settings for Your Team and Clients
- [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)

## Client? Use this section 🤝

- [How to connect your bank account manually using micro-deposits](https://help.sayanchor.com/en/articles/15062892-how-to-connect-your-bank-account-manually-using-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 💜
- [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
- [Accountant access](https://help.sayanchor.com/en/articles/8095833-accountant-access.md): Learn all about Accountant Access in Anchor!
- [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 details in your Anchor account
- [Can I minimize the potential for disputes and declined payments due to un-authorization failures \(ACH\)?](https://help.sayanchor.com/en/articles/6668991-can-i-minimize-the-potential-for-disputes-and-declined-payments-due-to-un-authorization-failures-ach.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 👇