Copilot CRM

Articles relating to the "Finances" tab in Copilot

Finances

Extending a Contract/Level Billing Agreement

Level Billing Agreement

How to Create a Recurring Series of Visits

Articles relating to Level Billing in Copilot

Level Billing

Reconciliation between Copilot and Stripe

Not receiving payouts from Stripe

Auto-Charge and Troubleshooting

Understanding Late Fee Rules

Receipts

Adding a Payment

Apply a Customer's Credit to an Invoice

Add a Credit to a Customer's Account

How to Delete a Payment

When a Customer Pays Me Online, How Do I Get the Money?

How to Set Up Online Payments With Stripe and PayPal

How To Refund A Payment

Reconciliation Discrepancies

Canadian Bank Transfer

How Taxes Are Calculated in Copilot

Payments

How to create an invoice

What writing off invoices means, and how to do it inside of Copilot

Writing Off Invoices

Discounts

Invoice due dates are determined by the late fee rules you set. Learn how to set these late fee rules inside of Copilot

Late fees & invoice due dates

How to enable auto-charge

There are four ways to send invoices within Copilot, individually or in bulk.

How to send an invoice

How to send a receipt for an invoice payment

Invoices

Pay in Full is a setting that gives your Customers the option to pay the entire job amount upfront when they accept an Estimate.

Pay in Full

Deposit Thresholds

Sending estimates  to your customers allow them know how much you will charge for your services once the job is completed.

How to create an estimate

There are three ways to send invoices and estimates: email, regular postal mail, or text message.

How to send an estimate

How to edit an estimate

Requiring a payment method on file allows you to have confidence that customers will follow through on payment after service is completed.

How to require a payment method on file in order for customers to accept estimates

How to turn an estimate into a visit

How to accept, decline, or request changes on your customer's estimate

Articles relating to estimates in Copilot

Estimates

ACH bank transfers are in the United States only. Other types of bank transfers aren't currently available at this time.

Setting Up ACH

Stripe is the gold standard for online transactions, and you should know their fees, and how you can handle them with Copilot.

Processing Fees

Passing Processing Fees to Your Customer

How to add a customer's credit card on file

How to delete a customer's credit card on file

Articles relating to credit cards & ACH in Copilot

Credit Cards & ACH

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