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Invoices & Getting Paid

Get paid faster: send invoices in one click, take cards, tips, deposits and financing, and see who still owes you.

14 articles

  1. 1Tipping: Let Customers Add a Tip When They Pay OnlineGive happy customers an easy way to say thank you: turn on tips for online payments in the customer portal, with an optional separate tipping step at checkout.1 min read · 1 screenshots
  2. 2Customer Financing With Klarna: They Pay Over Time, You Get Paid Up FrontClose the bigger jobs customers would otherwise put off: let them pay over time with Klarna at checkout while you get the full amount up front, at no extra cost to you.2 min read · 1 screenshots
  3. 3Deposits: Get Paid Before the Work StartsAsk for money up front: set a percentage or a flat amount once, collect it when a customer approves an estimate or when you book a job, and let an approved quote turn itself into a job the moment the deposit lands.4 min read · 8 screenshots
  4. 4Invoices: See Who Owes You and Get Paid FasterTrack every invoice from unsent to paid in one place, send and collect in bulk, and see when customers open their invoices, so no money slips through the cracks.3 min read · 5 screenshots
  5. 5How to Invoice Completed Jobs: Finish, Send and Get Paid FasterFinish the job, send the invoice by text or email and record the payment in a few clicks, so customers pay while the work is still fresh and you always know who still owes you.4 min read · 6 screenshots
  6. 6Invoice Settings: Numbering, Due Terms and What Customers SeeSet your invoices up once to match how your business works: your own number prefix and starting number, the due terms you want, automatic customer credit, what the PDF shows and an optional card surcharge.2 min read · 5 screenshots
  7. 7How to Set up Servgrow PaymentsGet paid 4x faster on average when you accept online payments.4 min read · 18 screenshots
  8. 8Accepting Online PaymentsGet paid 4x faster on average when you accept online payments.3 min read · 10 screenshots
  9. 9Processing Fees1 min read
  10. 10Mobile Card Reader - Setup and UseFollow these simple steps to setup and use your card reader in the field.6 min read
  11. 11Ordering Your Card Reader1 min read
  12. 12Servgrow Payments 2.0Get paid 4x faster on average when you accept online payments.5 min read · 18 screenshots
  13. 13Add a Card on FileSave cards to customer profiles for instant online billing, faster checkouts, and secure, repeat payments across every job.1 min read · 5 screenshots
  14. 14Credit Card Fee RecoveryRecover every dollar lost to processing fees by automatically passing credit card surcharges to your customers when they pay online2 min read · 2 screenshots

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