Payments

27 October 2026

Bank payments and instant bank verification

How customers pay by bank You send an invoice by email or text. The customer opens it in their customer portal. If they have nothi...

27 October 2026

Bill your customers on a subscription

Before you start Connect Stripe. Make sure the service you'll bill for is set to take payment. Only those services can be picked....

27 October 2026

Connect Stripe and take card payments

Before you start Have your business details and bank account ready. Stripe asks for them during sign-up. Decide which Stripe accou...

27 October 2026

Payouts and fees explained

Where your money goes A customer pays an invoice, a deposit or an appointment by card or bank. The payment lands in the Stripe acc...

27 October 2026

Refunds

Refund an invoice payment Open the invoice. Once a payment has gone through, it shows a Payments & refunds button. The Payments &...

Account and billing

AI

Automations and notifications

Customers

Getting started

Integrations

Marketing

Phone and texting

Requests, quotes, jobs and invoices

Scheduling and dispatch

Troubleshooting

Vehicles and operations

Website and online booking