Invoicing and Payments
Master the invoicing process, manage payment options, and discover advanced billing features.
By Bobby and 1 other2 authors12 articles
- InvoicingHow to create, send an Invoice, and collect payment
- Refunding a PaymentReturn money to a customer directly from the invoice - full or partial, on payments taken online or recorded by hand.
- Partial Payments on InvoicesLet a customer pay an invoice in instalments - turn it on per invoice, set a minimum payment amount, and track the balance as payments come in.
- Recording a Manual PaymentLog cash, checks, and other payments you collected outside MotionOps - including who took the money - then edit, delete, or print a receipt.
- Service Fee on InvoicesYou can now add a 3% Service Fee on all invoices for all card payments that are run.
- How to Set Up Payment Processing Within MotionOpsSign up for Payment Processing in MotionOps and accept payments in minutes
- Invoicing Without a Work OrderThis tells you how to create a quick invoice without going through the process of creating a work order.
- Payment Processing SignupHow to sign up for Payment Processing with MotionOps
- Setting Up Your Payment Processing Terms and Refund PolicyCustomize the terms and refund policy your customers see when paying invoices online — use your own text or link to an external page.
- Credit MemosIssue a credit to a customer's account, apply it to open invoices, and keep your books accurate — without issuing a refund.
- Void an InvoiceCancel an incorrect or duplicate invoice without deleting it — keep a clean history while correcting your records and syncing the change to QuickBooks Online.
- Automatically Send and Charge Invoices on Recurring JobsSet up a recurring job to email invoices and collect payment on its own schedule, so you spend less time on manual billing.