Invoicing

All about invoicing, payments, promotional credits, refunds, fees, and more.

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• Accepting Payments (Credit Card & ACH)
• Payment Processing Fees
• Integration With QuickBooks
• Services
• Invoices: How to Create, Email & Set Up Reminders About Invoices
• Offline Payments and Promotional Credits
• Correcting Invoices/Payments
• Processing Refunds
• Invoices List: How to Edit, Filter, Search & Delete
• Sharing Bills With Third Parties
• Payments List: How to Filter, Search, View Info
• Pay Invoice With Existing Credits or Entering Credit Card / Bank Account Details on Behalf of Clients
• Time Tracker
• Contracts: Setting Them Up & Getting Them Signed
• Custom Invoice Templates
• Locking Documents to Invoices
• Hiding Invoices From Clients
• How to Customize CPA Charge Payment Form
• How Does TaxDome Send Tax Amounts to QuickBooks?
• How to Add a Tax Rate to Your Invoices