Invoicing & Payments
Use manual invoicing when you need complete control over which visits land on a bill, or when you must invoice for non-visit items (products, fees, etc.)....
Tue, Jun 24, 2025 at 3:50 PM
You can update any invoice at any time—even after it has been Sent. We recommend making adjustments before the client sees it to avoid surprises, but nothin...
Tue, Jun 24, 2025 at 3:34 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 portal and applied to invoices. This is done from the Billing > Transactions page. For directions on...
Mon, Jun 23, 2025 at 12:49 PM
With an Integrated payment gateway—Stripe, PayPal Pro, Authorize.net, Stax, Paya, Payeezy, Sage Pay, Quantum, etc.—you can store client cards securely and...
Tue, Jun 24, 2025 at 3:48 PM
Clients can add or change gratuity at almost any stage—before a visit, after it is completed, before an invoice is issued, or even after the invoice is full...
Tue, Jun 24, 2025 at 3:37 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 23, 2025 at 12:46 PM