Bills & Payments
Bill clients, run recurring payments, and share the customer portal for easy payment.
- Bills & Payments dashboard
- Upfront vs On Completion billing
- Best practices for taking Payments using Pinch Payments
- OnboardMe Recurring Billing
- Bill Narration placeholders
- Customer portal
- Create Recurring Billing from a Template Bill
- Recurring Billing Timing and sync to Ledger
- How to create a new bill
- How to create a recurring bill
- Debtor management: overview
- Setting up debtor management
- Setting up bills: branding themes and payment methods
- Using the Debtors queue
- Debtor collection statuses explained
- How overdue reminders work
- How automatic payments are scheduled and collected
- Payment plans
- Preferred payment method discount
- Customer statements
- Debtor reports