Invoicing & Payments

Creating Invoices Manually
Invoices are managed from the Billing > Invoices page. This is where you can perform all invoice-related actions. For directions on how to invoice automa...
Mon, Jun 23, 2025 at 12:51 PM
Edit or Merge Existing Invoices
Editing Invoices Once an invoice is created you can change the details and charges in the invoice. This is recommended BEFORE sending it to the client (...
Mon, Jun 16, 2025 at 4:32 PM
Sending Invoices and Quotes
Upon creating an invoice the client won't be able to view it or receive any automatic reminders or overdue notices until it has been sent.  Invoices w...
Mon, Jun 16, 2025 at 4:32 PM
Manual Check/Cash Payments & Credits
All of your incoming payments can be added to the portal and applied to invoices. This is done from the Billing > Transactions page. For directions on...
Mon, Jun 23, 2025 at 12:49 PM
Charging Credit Cards
If you're using one of the "Integrated" payment gateways (see How do I setup credit card / eCheck processing?) you will be able to keep clie...
Mon, Jun 23, 2025 at 12:50 PM
Managing Tips
Clients can add or change tips at nearly any stage—before a visit, after it is completed, before an invoice is issued, or even after an invoice is paid. Whe...
Mon, Jun 23, 2025 at 1:40 PM
Refunds & Reversals
There may be times you will need to refund payments. The actual refunding of money happens at your merchant gateway's site if you are refunding back to ...
Mon, Jun 23, 2025 at 12:46 PM