Invoicing & Online Payments

We make it simple to send professional, customized invoices. Get paid fast and manage everything in one place.

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23 articles in this collection
Written by Christina Farrow and Meghan Laurs

An Intro to Invoicing & Online Payments

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

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.
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Written by Christina Farrow
Updated over a week ago

Setting Up Your Online Payment Account

Set up online payments in three easy steps
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Written by Christina Farrow
Updated over a week ago

Adding Taxes To An Invoice

Video Tutorial: Learn how to apply percentage based taxes to an invoice in this short tutorial.
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Written by Christina Farrow
Updated over a week ago

Applying Discounts on Invoices

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

Deleting a Manually Recorded Payment on an Invoice

Video Tutorial: Need to remove a recorded payment on an invoice? Here's how to remove it.
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Written by Christina Farrow
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.
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Written by Christina Farrow
Updated over a week ago

How Will I Know When a Payment Has Been Made By A Client?

We'll let you know once an invoice has been paid!
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Written by Christina Farrow
Updated over a week ago

My Client Just Paid Me Online, What Next?

We'll automatically transfer funds into your bank account
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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.
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Written by Christina Farrow
Updated over a week ago

Issuing Refunds

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

Downloading An Invoice

You can easily download an invoice or save as PDF in just a few steps
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Written by Christina Farrow
Updated over a week ago

Deleting An Invoice

Need to delete an invoice? We'll show you how here.
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Written by Christina Farrow
Updated over a week ago