Invoicing & Payments
Create invoices, superbills, account credits and accept online payments.
- View Detailed Client Ledger
- Create an Invoice
- Manage Client's Billing Notifications
- Apply a Payment to an Invoice
- Reopen a Paid Invoice
- Store a Client's Credit Card
- Processing a Payment with Stripe
- Refund a Stripe charge
- Taking a Prepayment (When no open invoices exist)
- Taking a Prepayment (When a client has open invoices )
- Apply an Account Credit to an Invoice
- Manage Credit Amounts on a Client Ledger
- Set Sliding Scale for a Client
- Issue a Write Off
- Edit or Undo a Write Off
- Delete an Invoice
- Email an Invoice
- Print a Combined Statement
- Auto Pay Invoices Using Stripe
- Batch Invoicing