There are several ways to take a payment from your client!

  1. Add a payment to an invoice – find out how to here
  2. What if I took a payment in QB on an invoice I had sync’d there? Can I pull that payment back to iPoint? Yes!
  3. Credit Card Processing – for details on this, click this link
  4. Sending a Payment Portal Link to your Customer for a web payment? Excellent, see how it works!
  5. Need to understand how Credit Memos function? We’ve got that for you right here
  6. What about those super cool recurring invoices and how payments and auto pay works? Can do!
Last modified: 22 Nov 2023

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.