Invoicing & Payments
- Accepting Payments using Stripe or Square
- Creating and Editing Invoices
- Invoice and Payment Settings
- Adjusting my currency
- Working with Coupons
- Accepting HSA/FSA Cards using Stripe
- Manually collecting payments in multiple installments
- Adding a credit card to a client file
- How do I bill a card on file?
- Recording an external payment for an invoice
- Setting up payment plans for your packages and services
- Creating custom payment plans for clients
- Processing refunds for your invoices
- View or print an invoice
- Cancelling an Invoice