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.