Invoicing, accounts receivable, and payments

How to manage invoicing and payments

11 articles in this collection
Written by JD and Tom Burnatowski

How to bulk print & email Account Statements

QuoteMachine allows you to print and email large batches of account statements

Written by Tom Burnatowski
Updated over a week ago

Send an account statement

How to create and send an account statement

Written by JD
Updated over a week ago

Adding ageing reports into documents

How to add ageing reports into your invoices and account statements

Written by Tom Burnatowski
Updated over a week ago

Activate the integration with Stripe

Connect your Stripe account to QuoteMachine and start accepting payments

Written by JD
Updated over a week ago

Display a deposit on a quote

How to show a deposit or pre-payment requirement on a Quote

Written by JD
Updated over a week ago

Save a credit card on file

How to save a credit card securely to automate payments

Written by JD
Updated over a week ago

Use credit card on file

How to take a payment using a card saved on file

Written by JD
Updated over a week ago

Display account statements within invoices

How to include a list of every credit memos available, outstanding and overdue invoices into your documents.

Written by JD
Updated over a week ago

Automate account statements creation

How to automatically create and send account statements

Written by JD
Updated over a week ago

Creating a Refund Invoice

Refunding a partial amount on an invoice in QuoteMachine

Written by Tom Burnatowski
Updated over a week ago

Issuing refunds on a deposit in QuoteMachine

How to issue partial deposit refunds in QuoteMachine.

Written by Tom Burnatowski
Updated over a week ago