Invoicing & Online Payments

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

32 articles in this collection
Written by Christina Farrow, Meghan Laurs, and Francine Ribeau

An Intro to Invoicing & Online Payments

Get paid faster with invoicing and online payments with Aisle Planner in four easy steps.

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.

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.

Written by Christina Farrow
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

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 Francine Ribeau
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 Francine Ribeau
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

Applying Discounts on Invoices

Video Tutorial: You can apply a percentage based discount or a specific dollar amount discount to each invoice

Written by Meghan Laurs
Updated over a week ago

Removing or Hiding the Discount Line On An Invoice

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

Written by Francine Ribeau
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 Meghan Laurs
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 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.

Written by Christina Farrow
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

Reopening A Closed Invoice

Need to reopen a closed invoice? Here's how!

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!

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

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.

Written by Christina Farrow
Updated over a week ago

Issuing Refunds

Learn how to issue a refund to a client

Written by Meghan Laurs
Updated over a week ago

Issuing Partial Refunds

Written by Christina Farrow
Updated over a week ago

Downloading An Invoice

You can easily download an invoice or save as PDF in just a few steps

Written by Christina Farrow
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

Editing Your Existing Bank Account

How to update bank account or business owner information in your banking tab

Written by Christina Farrow
Updated over a week ago

Bookkeeping, Accounting and Tax Reporting

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

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 this week

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

Preventing Chargebacks and Disputes

Nine things you can do to reduce your risk

Written by Christina Farrow
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

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

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

Submitting Evidence for Charge Disputes

Best practices

Written by Christina Farrow
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