Invoicing & Payments

Meredith avatar Eryl M avatar Jay Douglas avatar
11 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
Eryl M avatar
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.
Jay Douglas avatar
Written by Jay Douglas
Updated over a week ago

Invoice templates

Create new invoices efficiently by referencing an existing invoice template.
Meredith avatar
Written by Meredith
Updated over a week ago

Payment links

This feature helps you convert website clicks into 💰.
Meredith avatar
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
Jay Douglas avatar
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
Jay Douglas avatar
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!
Jay Douglas avatar
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
Meredith avatar
Written by Meredith
Updated over a week ago

Creating a payout with B12 Invoicing

Transfer funds from online payments to a bank account
Eryl M avatar
Written by Eryl M
Updated over a week ago

Getting Started: Payments and Invoicing

A quick start guide for sending invoices and receiving payments
Eryl M avatar
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.
Eryl M avatar
Written by Eryl M
Updated over a week ago