Equitotal Help Center

            Monthly Accounts

            Monthly Accounts

            When you create an invoice for a customer who has a monthly account it is saved and will go Amber Unpaid. All invoices created during the month are sent in one email at the end of the month. We are working on amalgamating all of the saved but not sent "invoices" into one end of month invoice.

            Payment

            Registered for "Autopay"

            At the end of the month payment will be taken and all of the appointments will turn from Amber to Bright Green then Green (around 5 days) when money is released to you.

            Not registered for Autopay

            You will need to arrange to collect payment and when you do mark each appointment / invoice as paid (change from Amber to Green)

            Invoice list

            In the invoice list there will initially be no sent date. This will appear at the end of the month.

            Monthly accounts recommendation.

            We strongly recommend if you are going to allow a customer to have a monthly account you insist they register with our “Autopay” providers. GoCardless in Europe and Stripe in the US. This will mean that at the end of the month your money is collected automatically and all of the months appointments will turn Green











            Updated: 04 Feb 2018 06:30 PM
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