Billing

What a Failed payment means and how to collect again, and how to handle a chargeback from the Disputes tab — the deadline, evidence, or accepting it.

How to record the cash and checks you carried to the bank so your books move them out of the drawer, and how to check card payouts against your bank statement.

How to record what your business spends so it lands in your books, which two accounts each expense needs, and where receipts from the field show up.

When to issue a credit memo instead of a refund, how to create, issue, apply, undo, refund or void one, and how the tax choice works.

How to record a full or partial refund of a cash or check payment, why a refunded invoice stays Paid, and what to do about a card payment.

How to email a customer a link to pay an invoice by card, what they see, how long the link lasts, and how to resend or revoke one.

How to write cash or a check the customer handed you onto their invoice, what the dialog asks for, and where that money goes next.

The four ways an invoice balance gets paid — a card in the field, a payment link, cash or check at the desk, or a deposit — and how the invoice becomes Paid.

How to charge a card deposit on a job before the work is done, where the percentage comes from, and how the deposit is applied when the invoice is created.

The three ways an invoice comes to exist, what Draft, Sent, Paid and Voided mean, what the customer receives when you send one, and how to fix a wrong invoice.