CLIPitc

CLIPitc (CLIP in the cloud) is our online version, hosted in the cloud.

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60 articles in this collection
Written by David Tucker II, Jonathan Conaway, Stephen and 2 others
Getting Started

CLIPitc - New User Tutorial

CLIPitc - New User Tutorial for new users
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Written by Jonathan Conaway
Updated over a week ago

Creating Pattern Jobs In CLIPitc

How to create Pattern Jobs in CLIPitc
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Written by Jonathan Conaway
Updated over a week ago

Types Of Scheduling For Jobs In CLIPitc

How to schedule jobs in CLIPitc (weekly, biweekly, # of days between)
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Written by Jonathan Conaway
Updated over a week ago

Setting Up Your List of Materials In CLIPitc

How to setup your material list in CLIPitc for easy use throughout the program
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Written by Jonathan Conaway
Updated over a week ago

Printing Paper Route Sheets In CLIPitc

How to print out paper route sheets for crews in CLIPitc
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Written by Jonathan Conaway
Updated over a week ago

Adding Customers In CLIPitc

How to add a single new customer to your business in CLIPitc
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Written by Jonathan Conaway
Updated over a week ago

Estimates and Leads in CLIPitc

​Adding leads and generating estimates in CLIPitc is easy! See the process and options.
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Written by David Tucker II
Updated over a week ago

Setting Up Customer Properties and Packages In CLIPitc

How to setup multiple properties & locations where work is performed for a customer
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Written by Jonathan Conaway
Updated over a week ago

Adding Jobs and Installments To Customers In CLIPitc

How to apply jobs and installments to customers in CLIPitc
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Written by Jonathan Conaway
Updated over a week ago

Applying Tax Rates To Customers In CLIPitc

How to set the tax rate you're charging and declaring jobs and properties as taxable.
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Written by Jonathan Conaway
Updated over a week ago

Adding Employees To CLIPitc

How to add Employees to CLIPitc
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Written by Jonathan Conaway
Updated over a week ago

Setting Up Crews In CLIPitc

How to setup crews in CLIPitc to allow groups of employees accomplish work together
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Written by Jonathan Conaway
Updated over a week ago

Setting Up Users and Their Permissions in CLIPitc

How to setup users in CLIPitc and adjust their access rights to different portions of the program
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Written by Jonathan Conaway
Updated over a week ago

Charging Credit Cards In CLIPitc Using CLIP Payments

The steps to take that allow acceptance of card payments through CLIPitc using CLIP Payments and the Customer Portal
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Written by Jonathan Conaway
Updated over a week ago

Syncing CLIPitc with QuickBooks Online

How to synchronize CLIPitc with QuickBooks online
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Written by Jonathan Conaway
Updated over a week ago

Syncing CLIPitc with QuickBooks Desktop

How to synchronize CLIPitc with QuickBooks Desktop
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Written by Jonathan Conaway
Updated over a week ago

Importing Customers from Excel into CLIPitc

How to import customers from an Excel spreadsheet into CLIPitc's Customer List
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Written by Jonathan Conaway
Updated over a week ago

Changing the Currency Type In CLIPitc

How to change the default currency within CLIPitc
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Written by Jonathan Conaway
Updated over a week ago
Billing

CLIPPay Anonymous payments

How to add a payment page to accept payments from customers when they don't have the portal or an emailed invoice.
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Written by David Tucker II
Updated over a week ago

CLIPitc setting up and using CLIPPay Autopay

How to setup and use CLIPPay Autopay
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Written by David Tucker II
Updated over a week ago

Charging CLIPPay program fee in CLIPitc

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Written by David Tucker II
Updated over a week ago

Invoicing with CLIPitc and QuickBooks

How to transfer invoices to QuickBooks from CLIPitc
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Written by Jonathan Conaway
Updated over a week ago

CLIPPay MerchantTrack

How to access advanced reporting and virtual terminals for your CLIPPay credit card transactions.
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Written by David Tucker II
Updated over a week ago

Setting Up Prepay Customers in CLIPitc

How to Handle Prepaid Customers CLIPitc
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Written by Jonathan Conaway
Updated over a week ago

Printing Invoices Without QuickBooks In CLIPitc

How to print invoices in CLIPitc when you aren't using QuickBooks
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Written by Jonathan Conaway
Updated over a week ago

Preparing Your CLIPitc Account for Billing Without QuickBooks

How to set up your account when planning to do your billing without QuickBooks in CLIPitc
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Written by Jonathan Conaway
Updated over a week ago

Processing Installments in CLIPitc

How to process installments in CLIPitc
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Written by Jonathan Conaway
Updated over a week ago

Creating and Applying Additional Charges in CLIPitc

How to add charges in CLIPitc for services performed outside of the original scope of jobs
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Written by Jonathan Conaway
Updated over a week ago

Adding and Updating Payment Information In CLIPitc

How to update your payment information for your CLIPitc account
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Written by Jonathan Conaway
Updated over a week ago

Mapping CLIPitc Records to QuickBooks

How to map your CLIPitc records to QuickBooks Online and Desktop
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Written by Jonathan Conaway
Updated over a week ago