Best Practices

Payment Methods

• Keep payment methods active and clearly labeled

• Disable payment methods you don't accept to avoid confusion

• Set up payment gateway integrations for digital payments

Payment Plans

• Create descriptive plan names

• Set appropriate date ranges

• Review plans regularly and update as needed

• Use staff-specific overrides for special cases

Invoicing

• Review invoices before sharing with customers

• Download PDFs for accounting records

• Track unpaid invoices and follow up with customers

• Keep customer information up to date