Payments & Invoices
Payments & Invoices
34 articles
- Fee Options & Calculators
- Customizing Invoice Templates
- Adding Taxes To Inspection Services and Fees
- Display Credit Card Icons to the clients
- Edit or Rearrange a Fee
- Inspection Type/Service - Upgrade Notification
- Exporting Legacy (Invoice) data from Inform
- Entering Electronic Payments (Venmo, Paypal, Zelle, Cash App, Crypto, etc...)
- Enable the New Invoice System
- Advantages of the New ISN Invoice System
- Override Who the Email is Coming From for Invoices
- Square Footage Pricing Per Inspector
- Setting up a VA Loan Termite Invoice (WDI) in the new Invoicing System
- Sending an Invoice/Receipt
- Automatically Email an Invoice to Client When Order is Paid
- Coupons while Viewing an Order
- Fees Based on Property Sales Price
- Invoice Templates and Settings
- Send Payment Request
- Send out Email Template with Payment Link once Credit Card processor has been set up
- Sending an Automated Email Notification When a Credit Card Transaction is Performed
- SMS Message when Client Pays
- How to hide Fees in an Invoice
- How to Add a Refund Note
- Refund a Credit Card Payment
- Adding a Percentage Based or Fixed-Rate Coupon to Your ISN
- Post Sale Payment Processing
- Inputting Payment Information
- Void Card Authorization
- Settings -- Office Settings -- Inspection and Fee Settings. What do the selections mean.
- Displaying/Hiding Services on the Online Scheduler and/or Order Form -OFV1 & OFV2
- Assign Specific Inspectors, Inspection Types, Services, and/or Zip/Postal Codes to the Square Footage Fee Calculator
- Cost Centers - OFV1
- Escrow Features