Invoicing and Payments
- Add a Deposit for a Client
- Add a Card on File to a Contact
- PDF Attachments for Invoices
- Add an Offline Payment Method in ServiceMinder (Zelle/PayPal)
- Custom Invoice Terms
- How to Create a Credit Memo
- Making a Payment on an Open Invoice
- Refund and Write Off an Invoice
- Creating a New Credit Memo as a Payment Against an Invoice
- Sending a Statement
- Generating a Statement Link
- How to Move a Payment to a Different Invoice
- Enabling Automatic Surcharges w/ Heartland
- Filtering a List of Invoices for a Specific Set of Services