Invoicing & Payments

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

Invoice templates

Create new invoices efficiently by referencing an existing invoice template.

Written by Meredith
Updated over a week ago

Payment links

This feature helps you convert website clicks into 💰.

Written by Meredith
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