Billings
All about invoicing, payments, promotional credits, refunds, fees, and more.
- Accepting Payments (Credit Card & ACH)
- Payment Processing Fees
- Integration With QuickBooks
- Bills: How to Create, Set Reminders, Email Invoice
- Offline Payments and Promotional Credits
- Correcting Bills/Payments
- Processing Refunds
- Bills List: How to Edit, Search, Delete
- Sharing Bills With Third Parties
- Payments List: How to Filter, Search, View Info
- Pay Bill With Existing Credits or Entering Credit Card / Bank Account Details on Behalf of Clients
- Time Tracker
- Contracts
- Custom Bill Templates
- Locking a Document to a Bill
- Hiding Billings From Clients
- How to Customize CPA Charge Payment Form
- How Does TaxDome Send Tax Amounts to QuickBooks?