Invoicing & Online Payments
We make it simple to send professional, customized invoices. Get paid fast and manage everything in one place.
By Christina1 author34 articles
An Intro to Invoicing & Online PaymentsGet paid faster with invoicing and online payments with Aisle Planner + Wedpay in four easy steps.
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 and How Is It Paid?Learn more about transaction fees for online payments.
Setting Up Your Online Payment AccountSet up online payments in three easy steps
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
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?We'll automatically transfer funds into your bank account
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.
Issuing RefundsLearn how to issue a refund to a client
Issuing Partial Refunds
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 AccountHow to update bank account or business owner information for your merchant account through Aisle Planner.
Downloading Payment ReportsAisle Planner 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 & FraudLearn what disputes are, how the process works, and how to prevent them from happening
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