Billing and Accounting

Andrew Garcia avatar Erik Dreyer avatar Karen Gordon avatar +1
49 articles in this collection
Written by Andrew Garcia, Erik Dreyer, Karen Gordon and 1 other
Project payments

How To Check Your Company's Financial Status

Keep track of all your billing and payment statuses
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

If I record a payment, will the client receive a copy of the receipt?

Here's what will happen after when you either capture an online payment, or record an offline payment
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I handle payments for my projects?

Here's a quick video on how the Billing Tab can manage your payments.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

Send An Invoice To A Client

A "How To" guide to send invoices to a client and re-sending up to date invoices so the client can pay the rest of the amount that is due.
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

What will my client see when paying via Cash or Check?

Here's what it will look like to your client when they click to pay via cash or check.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

What happens when a payment fails?

Here's what will happen when a payment fails - don't worry, there are no fees for failed payments!
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

What does my client see when paying through ACH?

Here's what your client's experience will be like when they pay through ACH.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I mark a check as 'Bounced' or 'Voided'?

Here's how you can edit the amount of the offline payment to mark a check that bounced.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I edit or remove an offline payment?

Here's how you can fix an overpayment on a project if there's an offline payment.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I charge a client's card I have 'on-file'?

Here's how you can push a charge to a client's saved Credit Card.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can my clients save a card they used for payment?

Here's how your clients can save their card to your company for future projects.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I notify my client when recording Offline Payments?

Here are a couple ways you can notify your client after you've recorded their Offline Payment.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I remove or edit offline payments?

Here's how you can remove offline payments from a project
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I keep a customer's card 'on-file'?

Here's how you can save a client's credit card information for use in future projects.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I record a payment via Account Credit?

Here's how you can record payments made by Account Credit.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I cancel a pre-authorized payment?

Here's how you can cancel a scheduled auto-payment through the Billing Tab.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I record a payment by a credit card I processed myself?

Here's how you can use 'Offline Payments' to record a payment made by credit card using your own processor.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I record a payment via cash?

Here's how you can use Offline Payments to record payments through cash.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How can I record a payment via check?

Here's how you can use Offline Payments to record payments through check.
Colin Connor avatar
Written by Colin Connor
Updated over a week ago

How do I send a payment reminder?

Send a client a payment reminder along with a live link to make the payment!
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

How do I see if a client chose auto-pay as their payment method?

How to tell if my client chose auto-pay on their online contract
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

How to split up a project's payment between multiple payment methods

Can I split project payment billing between credit cards, cash, and checks?
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

Where are the details of a payment?

Locate information on payments made, payments owed, refunds, credits, fees, and more.
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

How to change my payment options

How to enable or disable online credit card payments, eCheck payments, and cash/check payment information.
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

Capturing a payment via Auto-Pay

How do I automatically charge a client on a desired date?
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

Changing the Deposit Amount in a Contract

How to change the deposit amount, payment due date, and processing fee settings in a contract
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

What does the billing look like for the client?

Confirm that clients are receiving the correct pricing and billing information on their end
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

Purchase Order Numbers Projects

A quick walkthrough on how you or your customers can enter PO#'s on projects
Andrew Garcia avatar
Written by Andrew Garcia
Updated over a week ago

Why is there an outstanding balance or credit after a completed and paid contract?

The contract has been signed and payed for, but now it says they owe me money or I owe them? How do I fix this?
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

Recording Offline Payments

How and why to record payments made offline such as cash, checks, account credit, credit cards on other systems, etc.
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

Track A Project’s Billing Status

Know exactly what the client has paid and what you're owed.
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

Capture a Payment

How to charge a client's credit card instantly
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

Accepting ACH/E-Check Payments

This explains the payout delays associated with ACH/E-Check payments
Andrew Garcia avatar
Written by Andrew Garcia
Updated over a week ago

Saved and Previously Used Credit Cards

How to save client credit cards and when you can use them. Additional information about previously used cards/payment methods.
Erik Dreyer avatar
Written by Erik Dreyer
Updated over a week ago

Payouts: How do they work?

If you're asking yourself "Yeah, but how do I get paid?", this article is for you!
Andrew Garcia avatar
Written by Andrew Garcia
Updated over a week ago

Collect Payment Over the Phone or In Person

Track or capture payments made by cash, check, or via a credit card given over the phone.
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago

Collect a Client's Payment Online via Live Link Contract Billing

Can a client pay for a bill themself? YES! Have clients follow the link you email them for the easiest way to pay their bill!
Karen Gordon avatar
Written by Karen Gordon
Updated over a week ago