Business Management Tools: Capture Leads & Book New Clients

From lead inquiry to booking, Aisle Planner has helpful CRM and booking tools for every step of the way. Proposals, Contracts, Quotes, Invoices, Online Payments

19 articles in this collection
Written by Christina Farrow, Tayler Hollman, and Meghan Laurs
Invoicing & Online Payments

Why Accept Online Payments through Aisle Planner?

We make it simple to send professional, customized invoices. Get paid fast and manage everything in one place.
Written by Christina Farrow
Updated over a week ago

An Intro to Invoicing & Online Payments

Video Tutorial: Start sending invoices and accepting online payments today in four easy steps!
Written by Christina Farrow
Updated over a week ago

Applying Discounts on Invoices

You can apply a percentage based discount or a specific dollar amount discount to each invoice
Written by Meghan Laurs
Updated over a week ago

Setting Up Automated Payment Reminders on Outstanding Invoices

Video Tutorial: Setting up automatic payment reminders is easy. We'll show you how.
Written by Meghan Laurs
Updated over a week ago

Recording An Offline Payment On An Invoice

Video Tutorial: Did a client pay you by cash or check? Here's how to record that payment on their invoice!
Written by Meghan Laurs
Updated over a week ago

What are the Credit Card Processing Fees Associated with Online Payments and How Is It Paid?

Learn more about transaction fees for online payments.
Written by Christina Farrow
Updated over a week ago

How Long Does It Take for an Online Payment to Hit My Bank Account?

Credit card and ACH payment deposit dates will vary based on payment type and payment date. Learn more here.
Written by Christina Farrow
Updated over a week ago

Issuing Refunds

Learn how to issue a refund to a client
Written by Meghan Laurs
Updated over a week ago