Plannit

Field descriptions for invoices

Add my tax numbers to my invoices

Create, send and view how your customers can pay your invoices.

Create an invoice

Create an invoice template by type of services rendered, that you will re-use often, to save time.

Create an invoice template

See when you should cancel/void an invoice and how to do it.

Cancel an invoice

Delete an invoice

Create payment schedules for invoices

how to send invoices in batches to save time

Send invoices or quotes in batches

Automate invoice and/or quote reminders

Send an invoice in PDF

Link your invoices to the right job

Reduce last-minute cancellations without notice with a penalty clause.

Invoicing a customer who doesn't show up for an appointment

Adjust the sequence / numbering of my invoices

Add a discount to your invoices and quotes

Add a discount to an invoice or quote

How to link an invoice to a Work order / Visit to speed up the process in the field

Add an invoice from a Work order / Visit

Separate mailings for invoices to maximize your customer experience

Send an invoice only to the billing contact

Invoice your customers by linear foot, ton, volume, etc.

Billing by quantity

Manual payment options to keep your sales transactions up-to-date at all times.

Record payments manually

How to make a partial payment on an invoice

Make a partial payment

How to void a payment made manually on Plannit

Void a payment applied to the wrong invoice

How to adjust outstanding balances by a few cents (i.e. $0.01) if you have the Quickbooks integration

Adjustment to a paid invoice with the Quickbooks integration

You have the QuickBooks online integration and wish to cancel a payment on an invoice or refund a payment.

Payment cancellation or refund with  QuickBooks Online integration

How to record a payment received that is greater than the invoice amount

Process a payment received, that is greater than the invoice amount

Offer a better client experience and receive money faster with pre-authorized payments

Pre-authorized payments for recurring invoices

Change the payment method for an invoice or quote

Print or send statement of account to your client

Create a statement of account

How to export a list of invoices in Excel or CSV format

Export a list of invoices

Quickly find the payment method used by a client to pay an invoice

See the payment method used to pay an invoice

Modify an invoice allows you to make adjustments at any place any time

Modify an invoice in draft or sent status

Save time and money by creating recurring invoices

Recurrent invoicing

Brigitte Chouinard

Patrick Poirier

Caroline Pelletier

Invoices

Home services network

For businesses

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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