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Invoicing & payments

Write and send invoices and quotes, chase what is unpaid, and get paid online.

Articles: 13

Every guide in this category, in reading order.

Create and send an invoice Create an invoice for a customer, send it by e-mail and see what happens to it…
Set up how your invoices look and read Choose payment terms, bank details, the layout of the PDF and the wording of your invoices,…
Create and send a quote Create a quote, send it, follow whether it was opened and turn it into an order…
Let customers accept a quote online Your customer accepts a quote with a signature on any device. You get a signed PDF…
Contracts with online signature Have contracts signed online by one or several people, in a fixed order, and keep track…
Record a payment Record a customer payment on an invoice, or let IDup match it automatically.
Chase an unpaid invoice See which invoices are overdue, send reminders by hand or let IDup send three levels automatically.
Take payment online Connect a payment provider so that your customers can pay an invoice with one click.
Payments: overview, matching and payouts See what came in, let IDup match payments to invoices and decide the few that are…
Connect your bank and payment accounts Connect a bank, Stripe, PayPal, TWINT and other providers once and use them in invoices, payment…
Request a payment with a link or QR code Ask for an amount without an invoice. The payer gets a link, a QR code and…
Subscriptions and recurring billing Bill a retainer or a service on a schedule without sending each invoice by hand.
Take a deposit when guests book Let guests pay a deposit or the full price when they book an appointment, and turn…

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