Invoicing & Online Payments
We make it simple to send professional, customized invoices. Get paid fast and manage everything in one place.
By Sara1 author34 articles
- 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.
- What are the Credit Card Processing Fees Associated with Online Payments?Learn more about transaction fees for online payments.
- Setting Up Your Online Payment AccountSet up online payments is easy with Wedpay, powered by Fullsteam.
- Creating & Sending a New InvoiceCreate and send professional-looking invoices easily and get paid faster with Aisle Planner's time-saving features.
- Auto-Generate Quote and Invoice NumbersAutomate the small stuff. Let us keep track of your quote and invoice numbers so you don't have to.
- Adding Taxable Service Charges and Taxes to an Invoice or Invoice TemplateLearn how to apply percentage based services charges and taxes to an invoice or invoice template in these step-by-step instructions
- 🎥 Applying Discounts on InvoicesVideo Tutorial: You can apply a percentage based discount or a specific dollar amount discount to each invoice
- Platform Fees - Offsetting Service-Related CostsOffboarding Your Clients and Archiving Projects
- Removing or Hiding the Discount Line On An Invoice
- Using the Notes Section of an Invoice or Invoice TemplateCommunicate what you need from your clients quickly and efficiently
- 🎥 Setting Up Automated Payment Reminders on Outstanding InvoicesVideo Tutorial: Setting up automatic payment reminders is easy. We'll show you how.
- Recording, Deleting, or Refunding an Offline PaymentDid a client pay you by cash or check? Here's how to record, delete, or refund that payment on their invoice.
- 🎥 Deleting a Manually Recorded Payment on an InvoiceVideo Tutorial: Need to remove a recorded payment on an invoice? Here's how to remove it.
- Closing An InvoiceNeed to Close an Invoice? We'll show you how here!
- Reopening A Closed InvoiceNeed to reopen a closed invoice? Here's how!
- How Will I Know When a Payment Has Been Made By A Client?We'll let you know once an invoice has been paid!
- My Client Just Paid Me Online, What Next?Offboarding Your Clients and Archiving Projects
- How Long Does It Take for an Online Payment to Hit My Bank Account?Credit card and ACH/EFT payment deposit dates will vary based on payment type and payment date. Learn more here.
- Issuing RefundsLearn how to issue a refund to a client
- When a refund cannot be made
- Downloading an Invoice or Document as a PDFNot only can you download an invoice or document as a PDF, these instructions apply to downloading Studio Shares, Quotes, and Notes as well!
- Deleting An InvoiceNeed to delete an invoice? We'll show you how here.
- Editing Your Existing Bank Account for Your Merchant AccountOffboarding Your Clients and Archiving Projects
- How to Download Tax Reports for Invoices Managed in Aisle Planner
- Downloading Payment ReportsAisle Planner Pro provides monthly & annual reports for both online payments and manually entered payments made on your invoices.
- 🎥 An Intro to Your Merchant Portal for Wedpay Online PaymentsView online transactions, check on deposits to your bank account, issue refunds, run payment reports and more
- End of Year Tax Reporting For Online PaymentsLearn more about end of year 1099-K reporting for online payments you've accepted through Aisle Planner
- Disputes & FraudOffboarding Your Clients and Archiving Projects
- Preventing Chargebacks and DisputesTen things you can do to reduce your risk
- Protecting Yourself from Fraud When Accepting Online PaymentsFive proactive tips to prevent fraud and protect yourself
- Common Types of Online Fraud You Should Be Aware OfMinimize risk and protect yourself from any liability that can arise from accepting a fraudulent payment
- Will Fraudulent Payments Automatically Be Rejected?Fraud Prevention - Your Responsibilities & What We Do On Our End to Help Protect You
- Submitting Evidence for Charge DisputesBest practices
- What To Do When a Customer Agrees to Drop Their Dispute