Estimates

• Estimates Dashboard
• Create Estimates
• Editing and Processing Estimates

Invoices and Bookings

• Default Invoice Due Dates
• Transactional SMS Invoice & Estimates
• Editing and Processing Invoices
• Create Invoices
• Invoice & Bookings Dashboard
• Need Help With Your Braintree Account?

Payments Received

• Manage Payments
• Payments Dashboard
• Manage Your Payments

Collecting Payments Online

• Need Help With Your Stripe Account?
• Connect Your Stripe Account
• When will I receive the payments once the client pays?
• How Can I Collect Payments Upfront For Meetings And Services I Provide?
• Can I set a fee and collect payments for services and appointments?
• Can I refund payments to my clients?

See all 9 articles