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Invoicing & Payments
Invoicing & Payments
9 articles in this collection
Written by
Meredith,
Eryl M,
and
Jay Douglas
Export invoice records
In just a few clicks, export invoices to create a CSV file you can upload to your accounting software or send to your bookkeeper
Written by
Eryl M
Updated over a week ago
Refunding a payment in Payments & Invoicing
Learn how to refund a client's payment if you need to return it to them.
Written by
Jay Douglas
Updated over a week ago
Sending reminder emails for your B12 invoices
Set up reminder emails to remind your clients to pay an outstanding invoice
Written by
Jay Douglas
Updated over a week ago
Create and send an invoice with B12's Invoicing Tool
Send your client an invoice from your B12 account
Written by
Jay Douglas
Updated over a week ago
Adding a bank account to the B12 Invoicing tool
Connect your bank account to begin collecting payments from clients!
Written by
Jay Douglas
Updated over a week ago
Setting up a recurring invoice series
Send invoices to clients on a weekly, monthly, yearly, or custom basis
Written by
Meredith
Updated over a week ago
Creating a payout with B12 Invoicing
Transfer funds from online payments to a bank account
Written by
Eryl M
Updated over a week ago
Getting Started: Payments and Invoicing
A quick start guide for sending invoices and receiving payments
Written by
Eryl M
Updated over a week ago
Change the password on your Invoice page
Use the password-protected Invoice page to send invoices to your clients from your website.
Written by
Eryl M
Updated over a week ago