Invoices & Payments

Erin O'Hara avatar Mike Laverty avatar
81 articles in this collection
Written by Erin O'Hara and Mike Laverty

Attach Invoice to Work Order email and send it as soon as Work Order is completed

Enabling these settings gets you there
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Written by Mike Laverty
Updated over a week ago

Auto Invoicing

For when the Billing Frequency and Service Frequency are split
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Written by Mike Laverty
Updated over a week ago

Auto Pay - keep a Work Order from automatically charging a credit card

In the Work Order, click the check box Exclude from Auto Pay [x]
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Written by Mike Laverty
Updated over a week ago

Auto Pay Invoices with a Credit Card on file

You must have a Stripe account to use this feature
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Written by Mike Laverty
Updated over a week ago

Bulk print Invoices and completed Work Orders to customers who want them mailed

Change their location name to Mail Paper Invoice
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Written by Mike Laverty
Updated over a week ago

Charged a credit card and Stripe didn't process it

Make sure you're charging the card on file
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Written by Mike Laverty
Updated over a week ago

Combine payments to reduce Stripe fees

Per transaction charges add up - pay outstanding Invoices with one payment
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Written by Mike Laverty
Updated over a week ago

Creating ACH/EFT payments through Stripe

Manually enter the payment into Fieldwork as a debit
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Written by Mike Laverty
Updated over a week ago

Difference between payment date and closed date

First you get paid, then you deposit it
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Written by Mike Laverty
Updated over a week ago

Document templates

Streamline how your Work Orders and Invoices look
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Written by Mike Laverty
Updated over a week ago

Email a paid receipt

Configure your Stripe settings or send a Transaction History
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Written by Mike Laverty
Updated over a week ago

Email Invoice & MSDS sheets to customer

Attach the MSDS PDFs in the existing Work Order; update the Document Template
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Written by Mike Laverty
Updated over a week ago

Dashboard Sales Widget - where that number comes from

The number comes from what you invoiced minus discounts
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Written by Mike Laverty
Updated over a week ago

Financial hold - what does it do?

Financial hold stops Work Orders from being created and takes existing ones off the Calendar
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Written by Mike Laverty
Updated over a week ago

Find Invoices that show $0.00

Sales > Invoices click the Total column header
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Written by Mike Laverty
Updated over a week ago

Generating Statements

How to automate it
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Written by Mike Laverty
Updated over a week ago

Generate Statements Overview

An easy way to let your customers know you don't work for free
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Written by Mike Laverty
Updated over a week ago

​Getting a customer's balance to zero (Part 1 of 3)

Deleted invoices
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Written by Mike Laverty
Updated over a week ago

Getting a customer's balance to zero (Part 2 of 3)

Activating an inactive account
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Written by Mike Laverty
Updated over a week ago

​Getting a customer's balance to zero (Part 3 of 3)

Balance/Unapplied Payments show in an account when there shouldn't be
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Written by Mike Laverty
Updated over a week ago

Initial balance $ - how to use it

And how to find initial balances for your accounts
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Written by Mike Laverty
Updated over a week ago

Installment plan for customer who falls behind in payments

How to create one for someone who has fallen behind on payments
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Written by Mike Laverty
Updated over a week ago

Invoice Delivery Preference - what it does

And what it doesn't do
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Written by Mike Laverty
Updated over a week ago

Invoices - bulk emailing and bulk printing

Ideal for emailing or printing multi-customer unpaid and overdue invoices
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Written by Mike Laverty
Updated over a week ago

Invoices - can't edit

[X] no-charge callback makes it read only
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Written by Mike Laverty
Updated over a week ago

Invoices - changing the due date

Create a new billing term for the customer
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Written by Mike Laverty
Updated over a week ago

Invoices - changing the price inside

How to change an invoice price after it's been created
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Written by Mike Laverty
Updated over a week ago

Invoices - contains old billing information

Edit the invoice and click the 'refresh' circle
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Written by Mike Laverty
Updated over a week ago

Invoices - creating an annual invoice

How to create one invoice for a year of service
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Written by Mike Laverty
Updated over a week ago

Invoices - Customer has two service frequencies, wants one invoice

Put all the money on one Work Order, No Invoice for the other Work Order
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Written by Mike Laverty
Updated over a week ago

Invoices - emailed but customer has no email

CC: ( carbon copy )
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Written by Mike Laverty
Updated over a week ago

Invoices - hiding the balance forward

How to have invoices show only the amount due for one service
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Written by Mike Laverty
Updated over a week ago

Invoices - can't change the location

Update the address in the account
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Written by Mike Laverty
Updated over a week ago

Invoices - schedule for the past

Depends on if it's one-time or recurring
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Written by Mike Laverty
Updated over a week ago

Invoices - send more than one

Send a statement
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Written by Mike Laverty
Updated over a week ago

Invoices - one-time charge on the first visit, $0.00 thereafter

You have one of two ways to do that
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Written by Mike Laverty
Updated over a week ago

Invoices - send email once invoice is paid

It's not automatic, but it can be done manually
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Written by Mike Laverty
Updated over a week ago

Invoices - show $0.00

Billing and Service frequencies differ
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Written by Mike Laverty
Updated over a week ago

Invoices - sort by service location

For a single customer
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Written by Mike Laverty
Updated over a week ago

Invoices - system generated

What triggers the generation
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Written by Mike Laverty
Updated over a week ago

Invoices - updates pending

The QuickBooks status for the invoice changed
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Written by Mike Laverty
Updated over a week ago

Invoices - updating billing terms

Changing a customer's invoice billing terms
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Written by Mike Laverty
Updated over a week ago

Invoices - why create one without a Work Order

When everything revolves around the Work Order
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Written by Mike Laverty
Updated over a week ago

Late Payment Reminder - turning off for a customer

But I want the reminders sent to everyone else
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Written by Mike Laverty
Updated this week

Manually letting customers know they're overdue

Send an invoice or a statement
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Written by Mike Laverty
Updated over a week ago

One-Time Billing Frequency and invoice today (or tomorrow)

For an upcoming service, make the Work Order a one-day, one-time series
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Written by Mike Laverty
Updated over a week ago

Overdue Invoice - how to apply a fee

Create a service for the fee and add it to the overdue invoice
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Written by Mike Laverty
Updated over a week ago

Paid receipt - how to email

Depends if Stripe was involved
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Written by Mike Laverty
Updated over a week ago

Payment frequency - different from service frequency

Services with monthly payments
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Written by Mike Laverty
Updated over a week ago

Payments - automatically apply credit to future work

[X] Automatically apply positive credit balance
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Written by Mike Laverty
Updated over a week ago

Payment email notifications

Get notified through Stripe or PayPal
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Written by Mike Laverty
Updated over a week ago

Payment - pay a year in advance

Customer doesn't want an invoice with each service
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Written by Mike Laverty
Updated over a week ago

Payments - delinquent customer won't pay

Write off as bad debt
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Written by Mike Laverty
Updated over a week ago

Payments - did someone pay online

Generate an Income report, RCVD BY column is blank
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Written by Mike Laverty
Updated over a week ago

Payments - how to apply a prepayment without an invoice

Unapplied Payments serves as a credit to the customer's account
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Written by Mike Laverty
Updated over a week ago

Payments - how to make a bulk payment

That $1,000 check finally came in!
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Written by Mike Laverty
Updated over a week ago

Payments - how to reconcile weekly 'deposits'

Techs stop by once a week to give you checks and cash
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Written by Mike Laverty
Updated over a week ago

Payments - incorrectly applied to wrong customer

First refund the 'wrong' customer
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Written by Mike Laverty
Updated over a week ago

Payments - incorrectly applied, how to fix

Change the payment type within the payment
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Written by Mike Laverty
Updated over a week ago

Payments - misapplied credit card

Edit the payment and update Credit Card to the card on file
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Written by Mike Laverty
Updated over a week ago

Payments - viewing one customer's history

There are three ways to find it
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Written by Mike Laverty
Updated over a week ago

Payments - showing as credit

Automatically apply positive credit balance
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Written by Mike Laverty
Updated over a week ago

QuickBooks - sync doesn't appear to sync

There can be a lag time between the sync and what you see in QuickBooks
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Written by Mike Laverty
Updated over a week ago

Removing credit if you sent a check for an over payment

Click Account Adjustment
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Written by Mike Laverty
Updated over a week ago

Sales > Invoices...

Our favorite shorthand Intercom response
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Written by Mike Laverty
Updated over a week ago

Sales > Payments...

So many "How to" money things start with Sales > Payments
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Written by Mike Laverty
Updated over a week ago

Set up 2 or more monthly treatments & Invoice just one

Create two series, bill only one
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Written by Mike Laverty
Updated over a week ago

Statement vs Transaction History

What is the difference?
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Written by Mike Laverty
Updated over a week ago

Statements, customer doesn't want them

But still wants to receive invoices
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Written by Mike Laverty
Updated over a week ago

Statements - managing through Sales > Statements

And don't forget the Statements tab in the customer's account page
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Written by Mike Laverty
Updated over a week ago

Stripe & QuickBooks - adding 2-factor authentication security

You should have this on all your financial transaction sites; banking, 401k, etc.
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Written by Mike Laverty
Updated over a week ago

Stripe - how to set up

Go to Settings, CC Payments (Stripe)
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Written by Mike Laverty
Updated over a week ago

Stripe - how to issue a CC refund

Log in to www.stripe.com
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Written by Mike Laverty
Updated over a week ago

Stripe Payment Error Codes

Declined Credit Cards: an explanation of Stripe's error codes
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Written by Erin O'Hara
Updated over a week ago

Stripe - payment with CC on file

Don't select 'credit card' as the payment method
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Written by Mike Laverty
Updated over a week ago

Why are my Stripe customers' charges marked as recurring?

Stripe cannot store CVC codes so they mark the payment as ‘recurring’
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Written by Mike Laverty
Updated over a week ago

Tax Rates - getting started

Enter tax rates for your taxable services and materials
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Written by Mike Laverty
Updated over a week ago

Tax rates - how to delete

Only if it hasn't been used yet
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Written by Mike Laverty
Updated over a week ago

Tax rates - services don't auto-tax

But materials do
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Written by Mike Laverty
Updated over a week ago

Unauthorized access message in the Calendar

User needs to have Invoicing role
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Written by Mike Laverty
Updated over a week ago

Work order complete - No invoice generated

It's a Series and the Billing frequency was changed to For Every Work Order after the first Work Order is completed
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Written by Mike Laverty
Updated over a week ago