Collecting Payments
Collect ACH or card payments, log manual payments, and track payment status.
By Dave and 1 other2 authors4 articles
- How to log a payment and track invoice statusRecord a check, cash, or other payment against an invoice, mark it paid, and read each invoice status in Handoff.
- How to send a payment receiptSend your client a receipt by text, email, or link after an invoice is paid, then resend it or save a copy for your records.
- What your client sees when they pay an invoiceYour client opens the invoice link, reviews it, and selects Pay now to pay by card or bank transfer. See each screen, and what they see without online payments.
- Client can't open or pay an invoice: how to fix itFix an invoice your client can't open, didn't receive, or can't pay. Check contact details, resend or share the link, and turn on online payments.