If you're having trouble accessing the invoicing feature in Handoff, follow these steps to troubleshoot:
1. Check Your Subscription Tier
- Invoicing is only available on the Business tier
- Look for a green crown icon next to "Invoices" to confirm your tier
- If on Starter tier, upgrade to Business tier for access
2. Connect Your Bank Account
- If you see a green banner saying "Connect your bank account to send invoices," this is normal
- Click the plus sign to create a new invoice
- Follow the prompts to connect your bank account through Rainforest
- You'll need to provide basic business information and an EIN or SSN
3. Missing Invoices Tab
- If you're on the Business tier but don't see the Invoices tab, there may be an account issue
- Contact Handoff support for assistance
Key Points:
- Invoicing allows customers to pay via credit card, debit card, or ACH
- Connecting your bank account is required to receive payments
- Rainforest is the secure payment processor used by Handoff
If you continue to have issues, reach out to Handoff support for further assistance.