Invoicing & Payments
- Accepting Payments using Stripe or Square
- Creating and Editing Invoices
- Invoice and Payment Settings
- Adjusting Your Currency
- Working with Coupons
- Accepting HSA/FSA Cards using Stripe
- Accepting HSA/FSA Cards using Square
- Manually collecting payments in multiple installments
- Adjusting Installment Dates for an Existing Payment Plan
- Adding a Credit Card to a Client's File
- How do I bill a card on file?
- Recording External Payments
- Setting up Payment Plans for Packages, Programs and Services
- Creating Custom Payment Plans for Clients
- Incentivize Clients to Pay in Full Instead of Selecting a Payment Plan
- Processing Refunds
- View or print an invoice
- Canceling an Invoice
- Exporting Invoices for External Accounting Software
- 1099-K Forms