This new invoice interface is currently in Closed Beta, and access is by invitation only.
At this stage, it is available exclusively on the desktop version of the platform.
We’ve redesigned our invoice system to deliver a more streamlined, accurate, and flexible payment experience.
This update improves every stage of the payment process, from creating estimates to final payments and reporting.
This guide includes a series of short tutorial videos to walk you through the new features, helping you get familiar with the enhanced workflow quickly and confidently.
Take Payments
Set Up Deposits
Process Refunds
Take Bulk Payments
Split Payments
Send Receipts
Review Transaction History