An Intro to Invoicing & Online Payments
Get paid faster with invoicing and online payments with Aisle Planner + Wedpay in four easy steps.
Written by Christina Farrow
Updated over a week ago
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.
Written by Christina Farrow
Updated over a week ago
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
Updated over a week ago
Setting Up Your Online Payment Account
Set up online payments in three easy steps
Written by Christina Farrow
Updated over a week ago
Updated over a week ago
Creating & Sending a New Invoice
Create and send professional-looking invoices easily and get paid faster with Aisle Planner's time-saving features.
Written by Christina Farrow
Updated over a week ago
Updated over a week ago
Auto-Generate Quote and Invoice Numbers
Automate the small stuff. Let us keep track of your quote and invoice numbers so you don't have to.
Written by Christina Farrow
Updated over a week ago
Updated over a week ago
Adding Taxable Service Charges and Taxes to an Invoice or Invoice Template
Learn how to apply percentage based services charges and taxes to an invoice or invoice template in these step-by-step instructions
Written by Christina Farrow
Updated over a week ago
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
Written by Christina Farrow
Updated over a week ago
Updated over a week ago
Removing or Hiding the Discount Line On An Invoice

Written by Christina Farrow
Updated over a week ago
Updated over a week ago
Using the Notes Section of an Invoice or Invoice Template
Communicate what you need from your clients quickly and efficiently
Written by Christina Farrow
Updated over a week ago
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 Christina Farrow
Updated over a week ago
Updated over a week ago
Recording, Deleting, or Refunding an Offline Payment
Did a client pay you by cash or check? Here's how to record, delete, or refund that payment on their invoice.
Written by Christina Farrow
Updated over a week ago
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.
Written by Christina Farrow
Updated over a week ago
Updated over a week ago
Closing An Invoice
Need to Close an Invoice? We'll show you how here!
Written by Christina Farrow
Updated over a week ago
Updated over a week ago
Reopening A Closed Invoice
Need to reopen a closed invoice? Here's how!
Written by Christina Farrow
Updated over a week ago
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!
Written by Christina Farrow
Updated over a week ago
Updated over a week ago
My Client Just Paid Me Online, What Next?
We'll automatically transfer funds into your bank account
Written by Christina Farrow
Updated over a week ago
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
Updated over a week ago
Issuing Refunds
Learn how to issue a refund to a client
Written by Christina Farrow
Updated over a week ago
Updated over a week ago
Issuing Partial Refunds

Written by Christina Farrow
Updated over a week ago
Updated over a week ago
When a refund cannot be made

Written by Christina Farrow
Updated over a week ago
Updated over a week ago
Downloading an Invoice or Document as a PDF
Not only can you download an invoice or document as a PDF, these instructions apply to downloading Studio Shares, Quotes, and Notes as well!
Written by Christina Farrow
Updated over a week ago
Updated over a week ago
Deleting An Invoice
Need to delete an invoice? We'll show you how here.
Written by Christina Farrow
Updated over a week ago
Updated over a week ago
Editing Your Existing Bank Account for Your Merchant Account
How to update bank account or business owner information for your merchant account through Aisle Planner.
Written by Christina Farrow
Updated over a week ago
Updated over a week ago
Bookkeeping, Accounting and Tax Reporting
An Intro to Your Merchant Portal for Wedpay Online Payments
View online transactions, check on deposits to your bank account, issue refunds, run payment reports and more
Written by Christina Farrow
Updated over a week ago
Updated over a week ago
Downloading Payment Reports
Aisle Planner provides monthly & annual reports for both online payments and manually entered payments made on your invoices.
Written by Christina Farrow
Updated over a week ago
Updated over a week ago
End of Year Tax Reporting For Online Payments
Learn more about end of year 1099-K reporting for online payments you've accepted through Aisle Planner
Written by Christina Farrow
Updated over a week ago
Updated over a week ago
Disputes, Chargebacks & Fraud
Disputes & Fraud
Learn what disputes are, how the process works, and how to prevent them from happening
Written by Christina Farrow
Updated over a week ago
Updated over a week ago
Preventing Chargebacks and Disputes
Ten things you can do to reduce your risk
Written by Christina Farrow
Updated over a week ago
Updated over a week ago
Protecting Yourself from Fraud When Accepting Online Payments
Five proactive tips to prevent fraud and protect yourself
Written by Christina Farrow
Updated over a week ago
Updated over a week ago
Common Types of Online Fraud You Should Be Aware Of
Minimize risk and protect yourself from any liability that can arise from accepting a fraudulent payment
Written by Christina Farrow
Updated over a week ago
Updated over a week ago
Will Fraudulent Payments Automatically Be Rejected?
Fraud Prevention - Your Responsibilities & What We Do On Our End to Help Protect You
Written by Christina Farrow
Updated over a week ago
Updated over a week ago
Submitting Evidence for Charge Disputes
Best practices
Written by Christina Farrow
Updated over a week ago
Updated over a week ago
What To Do When a Customer Agrees to Drop Their Dispute

Written by Christina Farrow
Updated over a week ago
Updated over a week ago