Invoicing
All about invoicing, payments, promotional credits, refunds, fees, and more.
- Contracts (Basic): View History/Audit Trail
- Contracts (Basic): Create & Apply Templates
- Stripe & CPA Charge (Basic): Select a Default Provider for Payments
- CPA Charge Integration (Basic): Add eCheck (ACH) Payment Processing
- Contracts (Basic): Pending & Signed Contracts
- Contracts List (Basic): View, Delete, Edit & Print
- Contracts (Advanced): Link to Jobs & Set Up Automove
- Services (Advanced): Copy & Sync QuickBooks
- Services (Basic): Add to Invoices
- Services (Basic): Add to Contracts
- Invoices (Advanced): Link to Jobs & Set Up Automove
- Contract (Basic): Who Signs & Multiple Signatories
- System Wide Shortcodes