Group 65
Go to QuoteMachine
English
Français
All Collections
Invoicing, accounts receivable, and payments
Invoicing, accounts receivable, and payments
How to manage invoicing and payments
19 articles in this collection
Written by
JD,
Tom Burnatowski,
and
Graeme Knox
Change deposit payments from an order
How do collect deposit payment from sales orders
Written by
JD
Updated this week
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
What's new in QuoteMachine
Features recently added to QuoteMachine
Written by
JD
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
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 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