Invoicing & Payments
Taking a closer look at how invoicing and payments are processed
By Lauren and 1 other2 authors18 articles
- Creating & Using Customer CreditsAdd and apply credits as needed. Let clients pre-pay for services and track their progress through packages or programs.
- Discount CodesCreate the discounts you want for your clients and staff. Edit, disable, enable, or remove your discount codes easily and at any time.
- Invoice BasicsTake a closer look at what information is listed on invoices and what different statuses mean. Learn more about your Invoice Index.
- Invoicing From Customer ProfilesLearn more about creating invoices manually for your clients. Add new, custom invoices and see how to check a client's invoicing history.
- Booking InvoicesLearn more about how to create and manage booking invoices. Explore the invoicing process and quickly determine booking payment status.
- Tax RatesAdd the tax rates required for your area of business to have them automatically included on your invoices.
- Stripe PaymentsAllow your customers to pay their invoices online. Automatically reconcile client invoice payments & manually charge stored credit cards.
- Gift CardsAllow your clients to purchase gift cards for their friends and family. Learn more about creating, selling, and using gift cards.
- Manual Payment ProcessingReconcile invoices with payments made by cash, cheque, or e-transfer. Manage partial invoice payments and note what amounts were paid when.
- Processing RefundsTake a closer look at the refund process for Stripe and manual payments.
- How Clients View InvoicesTake a closer look at how clients view and pay their invoices.
- ChargebacksImportant tips to help protect your business from chargebacks.
- Enabling TipsLearn how to start collecting tips on client payments through BusyPaws. Adjust your global and service-specific settings.
- How Clients Add TipsSee what the payment process looks like for your clients when you have tips enabled. Collect tips for self-booking and invoice payments.
- Tracking Collected TipsLearn where collected tips are listed. See how much each team member has made in tips, as well as the totals across all users.
- Purchasing a Point-of-Sale Card ReaderA Point-of-Sale card reader allows you to process Stripe payments in-person and automatically reconcile any invoice.
- Processing In-Person PaymentsUse your point-of-sale card reader to process in-person payments. Easily reconcile any invoice on the spot.
- Configuring Your Point-of-Sale Card ReaderOnce you've received your card reader is some minor setup needed before you can begin accepting payments.