Tools & Features

7 articles in this collection
Written by Allan Ratafia

How do I refund my customer?

How to trigger a refund, credit or return of money

Written by Allan Ratafia
Updated over a week ago

Can I sync with QuickBooks?

Syncing and integration with QuickBooks

Written by Allan Ratafia
Updated over a week ago

Using a recovery fee for credit cards?

Set up and modify your recovery fee (surcharge or convenience fee) so you can get paid without absorbing the costs.

Written by Allan Ratafia
Updated over a week ago

How do I see which customers I have set up for recurring billing?

Locate which customers are set up for recurring billing, subscriptions and future payments.

Written by Allan Ratafia
Updated over a week ago

Modifying recurring billing & scheduled payments.

How to modify and set up recurring billing, payments and subscriptions.

Written by Allan Ratafia
Updated over a week ago

Adding a “Click to Pay Me” link in my email signature

Adding a payment link in your email signature, website and more.

Written by Allan Ratafia
Updated over a week ago

Using customer engagements & proposals.

Use the customer engagement feature to put your cash flows on auto pilot and remove friction when onboarding new customers.

Written by Allan Ratafia
Updated over a week ago