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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34 articles in this collection
Written by Christina Farrow

An Intro to Invoicing & Online Payments

Get paid faster with invoicing and online payments with Aisle Planner + Wedpay 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

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

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

Creating & Sending a New Invoice

Create and send professional-looking invoices easily and get paid faster with Aisle Planner's time-saving features.
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Written by Christina Farrow
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.
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Written by Christina Farrow
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
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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 Christina Farrow
Updated over a week ago

Removing or Hiding the Discount Line On An Invoice

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Written by Christina Farrow
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
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Written by Christina Farrow
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 Christina Farrow
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.
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Written by Christina Farrow
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

Closing An Invoice

Need to Close an Invoice? We'll show you how here!
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Written by Christina Farrow
Updated over a week ago

Reopening A Closed Invoice

Need to reopen a closed invoice? Here's how!
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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 Christina Farrow
Updated over a week ago

Issuing Partial Refunds

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Written by Christina Farrow
Updated over a week ago

When a refund cannot be made

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Written by Christina Farrow
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!
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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

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.
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Written by Christina Farrow
Updated over a week ago