Tools & Features
7 articles in this collection
Written by Allan Ratafia
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
Updated over a week ago
Can I sync with QuickBooks?
Syncing and integration with QuickBooks
Written by Allan Ratafia
Updated over a week ago
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
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
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
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
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
Updated over a week ago