Invoices

Articles

Invoices - Create and send an Invoice
Send professional invoices and track their status in one central location. Automatically send a follow up email once the customer pays an invoice.  You can also send an invoice directly from a Contact Record .  Create an invoice As yo...
Invoices - How to send from a contact record
Create and send invoices from your app. You can even add a Pay now button so customers can easily pay online, and automatically send a follow up email when customers pay you. Ensure you have set up a merchant account to get paid. Navigate to a...
Invoice reminders
As a small business owner, it’s hard to keep track of which clients you’ve sent an invoice to, and then remember to follow-up with clients that haven’t yet paid.  Keap now helps you follow-up, by sending you reminders and gett...
Invoices - Payment History
Display completed payments or processed refunds on an invoice so your clients can see their payment history. Payment Display Navigate to an invoice in the Money tab or Money navigation page Contact Navigation Click...
Add recurring charges to an invoice
Add a recurring charge to an invoice Create an invoice and add at least one line item to the invoice Click the menu button at the end of the product line Click Edit Click Recurring Set the billing frequency and when recurring p...
Issue a Refund
Issue a refund Navigate to Money Click the payment you want to refund from the Recent Invoices section or the list of all invoices blow At the bottom of the invoice, click the payment Click Refund  Click the confirmation button...