Yes. You can choose whether to include your saved review request each time you send a paid invoice receipt. 1. Start sending the paid receipt. 2. In the...
Connect a Stripe account and your customers can pay by card right from the invoice link you send them. 1. Connect Stripe from app Settings -> Invoicing ...
When Stripe is connected and online payments are enabled, customers can pay through a button at the top of their digital invoice. 1. The customer opens ...
You can add a PDF through your global invoice settings, such as a document explaining your payment terms. 1. Open Settings → Invoicing → Terms & Options...
You can add private notes from an invoice’s Notes tab. These notes are visible only to you. 1. Open the invoice view screen. 2. Select the Notes tab. 3....
You can add your own review request wording and a link to your preferred review site to the “Thank you” receipts you send for paid invoices. 1. Open Set...
Use Invoice Boilerplate to add payment terms or other standard text to the bottom of your invoices and receipts. 1. Open Settings → Invoicing → Terms & ...
You can adjust or delete an unpaid payment request from its invoice in WorkQuote. 1. Open the invoice with the payment request. 2. Choose the option to ...
You can connect an existing Stripe account or create a new one to accept credit card and digital payments through WorkQuote. 1. Open Settings → Invoicin...
You can disconnect Stripe from WorkQuote, but doing so removes your ability to accept credit card and digital payments on WorkQuote invoices. 1. Open Se...
You can manually record deposits, partial payments, or full payments toward an invoice’s balance, even if the job isn’t completed yet. 1. Select an invo...
Once Stripe is connected, you can open your Stripe dashboard directly from WorkQuote. 1. Open Settings → Invoicing → Accept Credit Cards. 2. Select Go t...
Use a write-off to record an amount you’ve forgiven or don’t expect to collect. It appears as a loss in your income reports without changing the origina...
Refunds for Stripe payments are handled through your Stripe account, not through WorkQuote. 1. Open Settings → Invoicing → Accept Credit Cards. 2. Selec...
You can create a payment request for a specific amount toward an invoice. This is useful for deposits, materials, or installment payments. 1. Open the P...
You can set the default grace period for payment in full from your global invoice settings. 1. Open Settings → Invoicing → Terms & Options. 2. Under Def...
You can choose whether customers see recorded payments at the bottom of their invoices. 1. Open Settings → Invoicing → Terms & Options. 2. Turn Show Pay...
Once your customer approves an estimate, you don't need to retype anything. 1. Open the approved estimate. 2. Choose the option to "Create Invoice (Skip...
You can hide the online payment button on customer invoices while keeping Stripe connected. 1. Open Settings → Invoicing → Accept Credit Cards. 2. Turn ...
WorkQuote automatically records activity related to an invoice in its Notes tab. The invoice’s notes show activity directly connected to that invoice. 1...