Invoicing, accounts receivable, and payments

How to manage invoicing and payments

JD avatar Tom Burnatowski avatar Graeme Knox avatar
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
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Written by JD
Updated this week

Transferring a deposit between quotes

How to move a deposit to a different quote
Graeme Knox avatar
Written by Graeme Knox
Updated over a week ago

Collecting Payments

This article focuses on collecting payments in a golf or event setting
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Written by Tom Burnatowski
Updated over a week ago

Setting up ACH Payments

A new way to get paid in QuoteMachine
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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.
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Customizable Payment Types in QuoteMachine

Correctly record the exact payment type you received
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Written by Tom Burnatowski
Updated over a week ago

Creating a recurring invoice

QuoteMachine allows you to create automatically recurring invoices with customizable terms.
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Written by Tom Burnatowski
Updated over a week ago

What's new in QuoteMachine

Features recently added to QuoteMachine
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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.
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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
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Written by Tom Burnatowski
Updated over a week ago

Send an account statement

How to create and send an account statement
JD avatar
Written by JD
Updated over a week ago

Adding ageing reports into documents

How to add ageing reports into your invoices and account statements
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Written by Tom Burnatowski
Updated over a week ago

Activate the integration with Stripe

Connect your Stripe account to QuoteMachine and start accepting payments
JD avatar
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
JD avatar
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
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Written by JD
Updated over a week ago

Use credit card on file

How to take a payment using a card saved on file
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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.
JD avatar
Written by JD
Updated over a week ago

Automate account statements creation

How to automatically create and send account statements
JD avatar
Written by JD
Updated over a week ago

Refunding a deposit in QuoteMachine

How to issue deposit refunds in QuoteMachine.
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago