Payments
How to improve your cashflow with secure client payment plans and put an end to chasing payments.
25 articles in this collection
Written by Nick Dainty, Clarenz Miralles, and Jeff Borlaza
Written by Nick Dainty, Clarenz Miralles, and Jeff Borlaza
How Payments work
Payments Overview
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
The Payments Dashboard
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
When Will Payment Get Collected?
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
Using Payments In A New Proposal
How to use Payments in a Proposal
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
Disabling Payments on a Proposal
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
Managing Payments For Active And Completed Proposals
Invoice & Payments Tab in Proposals
Written by Jeff Borlaza
Updated over a week ago
Updated over a week ago
Managing Your Client's Payment Details
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
Changing the Payment Collection Date
Written by Nick Dainty
Updated over a week ago
Updated over a week ago
Collecting Payment on Invoices That Were Created in the Past
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
Payments for Australian Users
Setting Up Payments
Getting started with payments. Setting up you the Payment Gateway and Proposal Defaults and Payment Terms.
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
Payment Clearing Times for Australian Practices
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
Payments for Users in the USA, UK, NZ and Canada
Setting up Payments for Practices (Outside Australia)
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
Payment Account Verification
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
Payment Clearing Times for Practices in the USA, UK, NZ, and Canada
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
(USA only) The ACH Payment Verification Process
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
(USA Only) Pay Using an Online Banking Account
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
FAQ
How can I cancel a payment and stop it from being collected?
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
I'm worried about my client accidentally paying the invoice twice.
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
My client can't add their new credit card details
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
Can I have Failed Payment notifications sent to another email address aside from the Principal User?
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
Do I or my client get charged fees for failed payments?
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
Can I pass on payment transaction fees to my clients?
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
Do my clients get notified when their payment fails or rejected?
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago
Will invoices that are created when payments are disabled be collected when I re-enable payments?
Written by Clarenz Miralles
Updated over a week ago
Updated over a week ago