Invoice from POM using QuickBooks Desktop, QuickBooks Online and or Stripe! This overview explains how to configure the option(s) of your choice and to setup the invoicing. Video Link: https://youtu.be/LnCudGq54y0. You will want to select your Defa
1. Create an account through Stripe. Follow the prompts and finalize your Stripe account by verifying the confirmation email you will receive. 2. When complete, the Settings page should display a green button saying You’re Already Connected with Stri
How to Send an Invoice: https://youtu.be/454zCQbjfkE?t=27. From a Customer Profile or the Billing page, create an invoice and press save or save and send to the customer. Use the actions button to process payments, re-send the invoice or print. Stri
All Transactions from Stripe can be imported quickly into QuickBooks. Notice: Importing does NOT create customer invoices in QuickBooks. Please view this guide, in addition to documentation from Stripe, for details on how Stripe will post to QuickBoo
Check out our website: https://poolofficemanager.com/. Help number: 614-710-0074 ext 3
1) Name the Subscription Plan something such as “Pool Cleaning.”. 2) Add a description such as “Chemicals Included.”. 3) Add any and all services with items. For a monthly pool cleaning subscription, I could add 4 weekly pool cleanings with 10 bags o
1) Select all services that you want to invoice for. 2) Press Actions> Invoice. 3) You will get a list of all the invoice charges. 4)Press Apply Subscription at the end of the Invoice. 5) Choose the appropriate Subscription Plan and press Apply Subsc
Once you create a service report, you have the option of choosing whether or not to set the service report as ready to invoice the customer or not. In the Billing Tab, you can choose to filter by this criteria to target customers who are ready to inv
Check out our website: https://poolofficemanager.com/. Help number: 614-710-0074 ext 3