Has your customer made a deposit, or a partial payment on a bill?
Wondering how to record the credit on an Invoice?
Currently, we do not have a dedicated payment section on our Invoicing forms, but there’s a quick work around that will display your Customer’s payment, whether it’s a Deposit, Partial Payment, or is Paid In Full.
Open the Invoice, scroll down to the Misc section, and click the blue +Add button:
Type in a Description for the Payment. You can type anything, such as Deposit, Partial Payment, or Paid In Full. Use your own words. Be sure to use a NEGATIVE dollar amount in the Cost field, typed like this: -375.00 Click Save:
You will see on the Printed Invoice that the credit appears in the Totals section at the bottom:
You can always edit the Invoice later to make changes or additional payment lines. When the Customer makes their final payment, you can reflect the payment by either changing the existing Misc line, or adding a new Misc line. Remember to type in a NEGATIVE amount, which will appear as a credit.
There is a button at the top of the Invoice that allows you to watermark the page with “Paid in Full”:
Filling out and Invoice and need to change the Shipping Rate? It’s easy! Here’s how:
1. Open the Invoice and towards the top left side of the screen, click on the Edit Invoice button:
2. Change the Shipping Rate, then click Save:
You will see that the Shipping rate is now updated on the Invoice. You can now Print and Download to your computer. Once it’s Saved to your computer, you can attach it to an email and send it to your Customer.
As you know, we offer several different price options, but here, we’re just going to talk about our Monthly Price Plan.
Here are just a few things we’ll go over:
What are the Monthly Price Plans?
What are the advantages?
How does it work?
How do I sign up?
How do I “pause” my subscription?
Re-activating your account after pausing subscription.
Let’s get started:
1. What are the Monthly Price Plans?
We offer two monthly plans:
$49 a month plan for Single Users (One Person)
$59 a month Plan for Multi Users (Up to 5 People in One Shop)
2. What are the Advantages?
It takes less money to get started, and you can turn it off, and on, as needed.*
*Yes, there is a catch, but it’s simple to follow: The Monthly Plans do require a Six-Month Minimum to fulfill, before you can turn the plan off and on, as needed. Once that 6-month time frame is over, you’ll have option to pause your subscription.
What’s so great about that? Well, first, it saves you money, and all your information is still there, in place, right where you left it, whether it’s a month since you turned it off, or a year or two years! We keep all your data in one place, for as long a you need. It will be right there waiting whenever you re-activate your account.
3. How does it work?
Once you sign up for the Monthly Plan, you will be charged (either $49 or $59) each month. This is a recurring amount that will automatically be charged every month on the date you signed up.
After you have reached the 6 month mark, you will have the option of pausing your subscription.
How do you do that? Login > Notifications panel > Monthly Subscription Status/Options > Cancel Subscription (do not be alarmed, the “cancel” acts as a “pause”). Click HERE for visual instructions.
When you’re ready to re-activate your account, just login with your existing email and password, and click back on the Monthly Plan. You’ll regain instant access to your account.
4. How do I sign up for a Monthly Plan?
Signing up is easy!
If you’re new to us, just go to our Pricing page and select either the $49 or $59 Plan.
If you have an Expired Free Trial account, login with your Trial Email, and select either $49 or $59 Plan.
If you’re an Expired Online User, login with your User Email, and select either $49 or $59 Plan.
If you’re an Expired Disc-only User from a few years ago, you will need to open a new Online account. Just go to our Pricing page and select either the $49 or $59 Plan.
After you have signed up, and fulfilled the required 6 month minimum term, you can then pause. Click HERE to see how.
6. Reactivating an account after pausing subscription:
If you’ve “paused” your subscription and are ready to reactivate, it’s easy: Just login with the same exact email and password that you had already been using, no matter how brief or long you’ve been away. You will be given the opportunity to renew.
Reactivating your account will initiate automatic recurring charges each month. It is up to you to pause your subscription again.