Invoices, Coupon Codes and Quotes
27 articles
- eGift Cards with Iris + SquareAccept Square eGift Cards on your Iris Invoices
- Accept AfterPay with Iris + SquareNow available - AfterPay
- Accept ACH Payments (with Square)ACH payments with Square now available!
- Goals and Metrics
- Add Tip Option to Invoices (Square users)Square users may now opt to include a Tip field on invoices.
- Accept Apple Pay and Google Pay with Iris + Square
- Partial Payments ModalBased on feedback from our users, we have simplified our invoices and payment schedule (or partial payment) process.
- Sending QuotesQuotes in Iris
- Payment schedules FAQIris invoices now include payment schedules, giving you and your clients even more flexibility when it comes to paying for your services.
- Collect In-Person Sales PaymentCreate invoices while conducting your IPS session, and then instantly collect payment on the spot.
- Automatically Send InvoicesUse Iris Workflows and Invoice Templates to automatically send out invoices to your clients.
- Creating and Using Invoice TemplatesIf you create and send the same invoice over and over again, save the invoice as an Invoice Template to save yourself time.
- Fundy Integration
- How do I create a new invoice?
- Can I accept payments with Iris Works invoices?
- How do I integrate with my existing Quickbooks account?
- Can I view how much income I have each month?
- Does Iris Works keep a history of all invoices?
- Invoice to Sessions
- How do I enable, create, and use coupon codes?
- How will coupon codes be calculated on invoices that have a payment plan?
- How do coupon codes work with sales tax?
- How can my clients use a coupon code?
- How to Refund a ClientLearn how to refund an invoice
- How to Manually Record a Payment on an InvoiceThis article will explain how to manually record a payment made by some other means on a clients invoice.
- How to Send an Invoice URLYou can send an invoice to your client as a url link.
- Add Custom Line Items to Any InvoiceYou can add invoice items on the fly.