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Invoicing and Getting Paid
Invoicing and Getting Paid
From invoicing to getting your payment processors all set up!
Charis Barg avatarBecca Berg avatarSam Gioia avatar
By Charis and 2 others3 authors24 articles

Payment Processors


Connect a payment processor with Stripe, Square, or PayPal

Creating and Sending Invoices


Send an invoice
Add tax to an invoice
Preview an Invoice Before Sending
Apply a Discount to an Invoice
Remove a Discount From an Invoice
Multiple Invoices on the Same Project
Time tracker

Getting Paid


Autopay enrollment settings
How do I send receipts to my client?
Manually apply a payment to an invoice
Apply a refund to an invoice
Close an invoice

Invoice Options and Settings


Changing the Invoice Number
Overriding payment options
Gratuity / Tip Option for Clients
Help! My invoice is not showing my client's name.

Payment Plans


Payment plans
Payment plan examples
Automated payment reminders
Autopay on payment plans

Recurring Invoices


Recurring invoices vs. payment plans
Create a recurring invoice
Autopay on recurring invoices
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