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Common use cases for Payments and Invoices

Payments are used to pay for goods or services. They can be made by credit card, debit card, bank transfer, cheque, cash, or any other method of payment. Invoices are used to record the amount that has been paid for a product or service. The invoice

Last updated: May 26, 2026


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On this page

  • Charging a card while on the phone with a customer without sending an invoice
  • Using invoices for recording manual payments without Stripe Connect
  • Adding ad-hoc products and services to invoices
  • How to add the card processing fee to my invoices
  • Frequently Asked Questions
  • Q: Why does the payment date disappear and show an “Invalid Date” error when recording a manual payment?This issue occurs when the manual payment date entered is outside the system’s accepted date range or conflicts with the invoice timeline, causing the platform to reject it and clear the field.

In this folder

  • How-to add Taxes Overview
  • Using Apple Pay and Google Pay in order forms
  • Customize Email and SMS notifications for invoicing
  • How to manage Refunds within the CRM?
  • How to Manage Sales Receipts for Order Form, Calendar and Invoice payments
  • Selling products on order forms with available payment providers
  • How to Send Confirmations After a Purchase/Order
  • List of countries and bank acquirers available with NMI
  • Manage payment methods displayed with Stripe integration
  • How to Streamline Payments with Automated Invoice Reminders
  • How to Add Recurring Products to Your Products List in Documents and Contracts
  • How to Implement Direct Checkout in Email Campaigns
  • How to Use the Manual Payment Method in Your Ecommerce Store
  • How to Use BNPL in Order Forms and Payment Links
  • How to Enable Editable Quantities in Payment Links
  • Multiple recipient support on Proposals and Estimates
  • Tax Inclusive or Exclusive Pricing
  • VAT FAQs
  • How to add and manage your customer's cards on file
  • What happens in case of a payment failure for a Subscription?
  • Tap to Pay
  • Automatic Taxes on Mobile
  • Invoices - New revamped UI
  • Bank-Only Transfers for Invoice Payments (SEPA & ACH)
  • How to Edit Recurring Invoices
  • How to View Invoices and Download Receipts in the Mobile App
  • Setting up QuickBooks Integration
  • Editing of Payment Schedules and Partially Paid Invoices
  • PDF Generation for Invoices and Receipts
  • Import Invoices Using CSV

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