Invoicing
All about invoicing, payments, promotional credits, refunds, fees, and more.
- Stripe & CPA Charge (Basic): Accept Credit Card & ACH Payments
- Stripe & CPA Charge: Payment Processing Fees
- Services (Basic): Create, Edit, Archive, Delete
- Invoices (Basic): Create, Email, Set Up Reminders
- Invoices (Basic): Offline Payments, Promotional Credits
- Invoices (Advanced): Correct Invoices & Payments
- Invoices (Advanced): Process Refunds
- Invoices List (Basic): Edit, Filter, Search, Delete
- Invoices (Basic): Manage Overdue Invoices
- Invoices (Basic): Share With Third Parties
- Payment List (Basic): Filter, Search, View Info
- Invoices (Advanced): Pay on Behalf of a Client
- Time Tracker
- Contracts (Basic): Send Manually or Automatically
- Invoices (Basic): Create & Apply Templates
- Invoices (Basic): Lock Docs to Invoices
- Invoices (Advanced): Hide Invoices From Clients
- QuickBooks Integration: Send Tax Amounts to QuickBooks
- Invoices (Basic): Add a Tax Rate
- Contracts (Basic): View History/Audit Trail