Estimates, Invoices & Payments
Learn about how to send estimates and invoice, receive payments, and more.
9 articles
Estimates & Invoices
Learn how to send estimates and invoices your customers
Accepting Deposits and Partial PaymentsHow to take a deposit or partial payment from your customers.
How to Export InvoicesLearn how to export your invoices from Boatyard to an Excel file
Work Authorization for DiagnosticsHow to get work authorization before starting diagnostic work on a customer's boat
Payments
Learn about how to process payments, refunds and manage credit cards
Processing PaymentsHow to process payment for a customer's order.
Requesting A Credit CardIf you do not have a valid payment method on file for your customer, you can quickly and easily request credit card information.
Exporting Transaction ReportHow to filter and export your transaction report
Issuing a RefundHow to issue a refund to a customer in the dashboard.
Adding a Credit Card to an OrderHow to manually add a new credit card as a payment method to a customer's order.
How Do I Add or Delete Credit Card InfoA few easy steps to keep a customer's credit card info up to date.