Invoicing & Payments
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 16, 2025 at 4:32 PM
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
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
All of your incoming payments can be added to the system and applied to invoices. This is done from the Billing > Transactions page. For directions on...
Mon, Jun 16, 2025 at 4:33 PM
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 16, 2025 at 4:33 PM
Clients are able to add tips easily, before or after visits have been completed, and before or after invoices have been paid. Whenever and however a tip is ...
Mon, Jun 16, 2025 at 4:33 PM
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 16, 2025 at 4:34 PM