Billing

Manage Invoices

Tap on the icons on the right side of each individual row for invoices to edit, pay, download, print or delete invoices.

Edit an Invoice: Tap the “Edit” Pencil icon. 

Pay Invoice: Tap the “Dollar Sign” icon

• Select payer

• Fill out Amount

• Process Credit Card

• Mark as Paid

• Tap “Confirm” to Process

Download Invoice: Tap “Download” cloud icon to download invoice to your local computer

Print Invoice: Tap “Print” icon to push Invoice to print

Delete Invoice: Tap “Trash” icon to delete Invoice

Note: Download Multiple Invoices over a time period by tapping the “Download Invoices” cloud icon on the top right of the navigation bar

Payouts

Navigate to the “Payouts” Sub-Menu in Billing to view payouts.

Note: Payouts take 48-72 hours before hitting your bank account. However, the VERY FIRST transaction will take 5-8 business days to be paid to your account THEN it will revert to 48-72 hours

Invoice Settings

Navigate to the “Settings” Sub-Menu in Billing to manage invoice settings.

Invoice: Auto-generating invoice number settings

-Create Invoice Prefix

-Invoice Seed Number

Add Organization Billing contact information: Billing contact information, appears on the invoice 

-Billing Email

-Billing Address

-Billing Phone

Note: This export will be in CSV format.

‍Note: You can also download a Condensed Report (PDF)