Support

Itemized Invoices with Photos, Payment Schedules, and Partial Payment logging

How Do I Send Invoices?

Set up a payment schedule for your proposal, so your clients know when each payment is due and how much is due.

How Do I Create a Payment Schedule?

Can I Send Invoices Without Connecting My Bank Account?

How Do I Set Up Payments with Rainforest in Handoff?

Guide for processing a refund in Handoff. Please note this guide is only for users that are processing payments through Rainforest (not Stripe.)

How to Process a Refund in Handoff

Guide to respond to a chargeback in Handoff for payments processed through Rainforest. If you are using Stripe, please navigate to your Stripe Connect Account.

How to Respond to a Chargeback

Acorn Financing FAQ

Troubleshooting Invoice Access

Use this guide if you are accepting online payments via Stripe.

How To Handle Payment Disputes on Invoices (Stripe)

How long do invoice payouts take to reach my bank?

Understanding Payments in Review

Understanding Chargebacks and Payment Reversals

Sofia Herrera

Handoff Support

Dave Pucci

For business users, learn how to leverage finance and online payments for your clients. 

Finance and Payments

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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