Invoice it, collect it, know what you spent.
These guides cover getting paid from start to finish: invoices and their statuses, recording payments, printing, taxes and discounts, card payments through Stripe, Square or Clover, deposits, refunds and receipts, payment reminders, QuickBooks and expenses.
Invoices
Create and send an invoice
Make an invoice from scratch or from a quote, send it by email or text, and see what the customer gets.
02Invoice statuses
What each invoice status means, what moves an invoice between them, and how to change one yourself.
03Record a payment by hand
Record cash, cheque, bank transfer and other payments on an invoice, take part payments, and fix a payment you entered.
04Print or download an invoice
Print an invoice, save it as a PDF, and what the printed page shows.
05Taxes, discounts and extra charges
Set your tax rates, mark tax-exempt customers, create preset discounts, and add charges such as a shop supplies fee.
06Invoice settings: numbering, terms and tips
Set your starting invoice number, default payment terms, tips, invoice colours and the text customers see.
Payments
Take card payments online (Stripe, Square or Clover)
Connect Stripe, Square or Clover so customers can pay invoices and deposits by card, and set up card readers for the shop.
08Deposits
Ask for a deposit on quotes, proposals and online bookings, record deposits you take in person, and see what happens when one is paid.
09Refunds and receipts
Refund an invoice payment or a deposit, and send customers a receipt.
10The Payments page
See every payment, deposit and shop booking in one list, with totals, filters, receipts and CSV export.
11Remind customers about unpaid invoices
Chase unpaid invoices automatically with the Payment Collection Agent or a reminder automation.
12Sync with QuickBooks Online
Connect QuickBooks Online to send invoices, payments and quotes across, and bring customers and products in.