Invoicing, accounts receivable, and payments

How to edit an invoice

Change an invoice (product, taxes, etc.) after it has been sent

Written by JD
Updated over a week ago

Change deposit payments from an order

How do collect deposit payment from sales orders

Written by JD
Updated over a week ago

Transferring a deposit between quotes

How to move a deposit to a different quote

Written by Graeme Knox
Updated over a week ago

Collecting Payments

This article focuses on collecting payments in a golf or event setting

Written by Tom Burnatowski
Updated over a week ago

Setting up ACH Payments

A new way to get paid in QuoteMachine

Written by Tom Burnatowski
Updated over a week ago

Applying a deposit on multiples Invoices or Quotes

QuoteMachine now allows you to use a deposit as a credit memo, and apply this credit on any invoices or quotes for that contact.

Written by Tom Burnatowski
Updated over a week ago

Customizable Payment Types in QuoteMachine

Correctly record the exact payment type you received

Written by Tom Burnatowski
Updated over a week ago

Creating a recurring invoice

QuoteMachine allows you to create automatically recurring invoices with customizable terms.

Written by Tom Burnatowski
Updated over a week ago

Saving a new card on file without capturing payment.

QuoteMachine allows to add a credit card to a contacts information at any point.

Written by Tom Burnatowski
Updated over a week ago

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

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 while capturing payment

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

Refunding a deposit in QuoteMachine

How to issue deposit refunds in QuoteMachine.

Written by Tom Burnatowski
Updated over a week ago