CLIP Software Customer Service

How to add a payment page to accept payments from customers when they don't have the portal or an emailed invoice.

CLIPPay Anonymous payments

CLIPitc setting up and using CLIPPay Autopay

Charging CLIPPay program fee in CLIPitc

How to transfer invoices to QuickBooks from CLIPitc

Invoicing with CLIPitc and QuickBooks

How to access advanced reporting and virtual terminals for your CLIPPay credit card transactions.

CLIPPay MerchantTrack

Setting Up Prepay Customers in CLIPitc

How to print invoices in CLIPitc when you aren't using QuickBooks

Printing Invoices Without QuickBooks In CLIPitc

How to set up your account when planning to do your billing without QuickBooks in CLIPitc

Preparing Your CLIPitc Account for Billing Without QuickBooks

Processing Installments in CLIPitc

How to add charges in CLIPitc for services performed outside of the original scope of jobs

Creating and Applying Additional Charges in CLIPitc

How to update your payment information for your CLIPitc account

Adding and Updating Payment Information In CLIPitc

How to map your CLIPitc records to QuickBooks Online and Desktop

Mapping CLIPitc Records to QuickBooks

Texting and Emailing invoices/statements in CLIPitc

Billing: Texting/Emailing Invoices/Statements in CLIPitc

Jonathan Conaway

Gaven Flinton

Billing

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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