Docs section
Payments guides
Matches the Payments area in the dashboard sidebar for invoices, quotes, recurring billing, products, services, and vendors.
Payments overviewLearn what each Payments page does and where to start when you need to bill, quote, or manage vendors.Use the Payments overview dashboardRead revenue totals, accounts receivable, past-due amounts, and customizable charts on the Payments overview page.Create an invoiceThis guide has moved to the Payments section.Create an invoiceCreate a clear customer invoice for storage, service, amenities, or one-time charges—and choose how the customer will pay.Review a customer invoiceOpen a customer invoice, understand each status, and decide whether to send, charge, edit, or record payment.Review the Invoices ReportSee customer and vendor invoices in one place, filter by date, and export billing history for your team or accountant.Void, credit, or correct an invoiceFix billing mistakes safely—void a wrong invoice, issue a credit note, or edit a finalized bill without confusing the customer.Send and collect customer paymentsFollow up on customer invoices, resend payment links, charge a saved payment method, or record cash and check payments.Create a quoteSend pricing to a customer for review before you create an invoice or begin billable work.Manage recurring billingSet up and monitor repeat charges for storage, memberships, service plans, or other ongoing billing.Manage products and servicesCreate reusable billing items for invoices, quotes, recurring plans, checkout, and customer purchases.Manage vendorsAdd outside service providers, invite them to set up payment details, and track vendor records.Review and pay vendor invoicesReview invoices submitted by outside providers, update their status, and record vendor payments.