Formitize User Guide

There may be a few reasons that a Location is not displaying on an invoice. One reason could be that a job location was not chosen when entering a job t...

Stripe is one of the largest online payment gateways in the world. Stripe's Security processes and reputation make it the preferred payment gateway for ...

Invoices that are only in Formitize and not linked to accounting software must be manually updated through Formtiize. For security reasons and to avoid ...

To deactivate PayNow, you can find the settings by going to Web Portal > Settings cog > Accounts > Invoices - Pay Now. There will be an option ...

PayNow enables your customers to pay you instantly and securely when they receive their invoice for your service. In order to set up PayNow, you first n...

The PayNow feature can be used with all active Formitize accounts; it only requires activation. In order to enable PayNow, go to Settings cog > ...

Within your Stripe settings, you can configure your payout schedule. By default, payouts from Stripe to your nominated bank account typically occur in 2-3 b...

Once the customer has paid their invoice via the PayNow link, they will automatically receive a "Payment Successful" notification (complete with c...

PayNow enables clients to make payments through credit cards and mobile payment options like Google Pay and Apple Pay. This provides convenience and flexibi...

With the implementation of PayNow, you can now send the invoice link or QR code to your contacts via SMS when you create their invoice. You do not have ...