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Invoicing & payments

Manage invoicing and payments within Storeganise

  • Accounting settings: Self-storage
  • Adding and managing customer payment information
  • Anniversary billing cycle: Weekly, 4-weekly, monthly
  • Bad debt invoice process
  • Billing / invoice related emails
  • Billing section on user profile
  • Change invoice state to draft
  • Credit notes and refunds
  • Customizing invoice emails in Storeganise
  • Date of month billing: Optional 1st month prepayment
  • How to remove customer card details
  • How to set up and customize invoice reminders
  • Invoice details, features, and functionality
  • Invoice generation: anniversary & date of month
  • Invoice management
  • Invoice numbering (sequential vs alphanumeric)
  • Invoice states and outstanding balance
  • Invoices tab overview
  • Invoicing settings
  • Late fees
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Categories

  • Getting started
  • Onboarding set up
  • Invoicing & payments
  • Site & unit set up
  • Move ins/Move outs
  • Reporting & analytics
  • Settings
  • Emails & notifications
  • Importing/Exporting data
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