In the Invoicing module you have the option to communicate with clients directly about their invoices, quotes and payment reminders. You can also receipt payments, download invoices and manage credit and debit notes.
TABLE OF CONTENTS
Send Payment Reminders to Clients
Send payment reminders to clients with different Invoice types or billing cycles, the emails can be personalized and sent individually, or in batch, with a copy of the invoice and account summary attached. To email a payment reminder from the unpaid invoices report:
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Email Receipts to Clients in Bulk
Use the Unpaid Invoices Report to receipt payments received from non-Stripe methods, such as Venmo, direct bank transfer, cash or check. If a client pays in full, you can receipt many payments at once. To send bulk receipts via the unpaid invoices report:
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Allocate a Payment
Invoices for client accounts with unallocated payments are noted with a red * and are highlighted in yellow on the Unpaid Invoices Report. The unallocated payments can be used to pay or partially-pay an invoice. To allocate a payment from the unpaid invoices report:
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Signposts...
Learn how to commit a credit or debit note.
Export your invoices in bulk or individually.
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