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
- Billing / invoice related emails
- Billing section on user profile
- Change invoice state to draft
- Credit notes and refunds
- Customizing invoice emails in Storeganise
- 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
- Late fees
- Payments
- Process refunds for credit notes via Stripe
- Processing prepayment balance deductions