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Invoices & Billing
This is the home for questions about invoice generation, payment discrepancies, cycle billing, adjustments, and more.
17 articles
Who gets notified when an Invoice is paid from an external payment link?
How do I add or modify a charge after the Order is closed?Read this article to learn what a credit memo is and how to create one.
How do I change how my Sales Tax is calculated? How do I override the tax rate for a specific Order?
How do Cycle Bills get created? How do I change when they get created?
How do I process an upfront payment or deposit on an Order?
How do I charge the customer for fuel consumption?
How do I change the pricing on an Order?
How to Implement Discounts
How do I change how Delivery & Pickup are calculated?
Invoices OverviewInvoices can be created to collect payment on orders, quick sales, internal work orders, and service orders.
How do I do a partial Refund? How do I process a partial Payment?
What are Custom Line Items? How do I create a Custom Line Item?
How do Card and ACH payout times differ from each other?
How do I change the default Invoice Due Date settings?See the below steps in order to edit the number of days after an invoice it'll default to being due.
How do I adjust when my Cycle Bills get created? How do I create them earlier than the end of the month?Follow the steps below to have the Invoice create on the 21st day instead of on the last day of the period
How do I customize what shows up on my Invoices by default?Follow this article in order to edit showing rates, fuel, meter levels, and item-specific notes on the Invoice, and change the footer note.
Edit an InvoiceEdit line items, invoice details, and the display options directly on an invoice.