Copilot CRM

Articles relating to the "Finances" tab in Copilot

Finances

Setup Guide: Auto-Charging Invoices

Adding a Payment

Viewing and Sending Receipts

Troubleshooting: Refunding a Payment

Troubleshooting: Deleting a Payment

Understanding Late Fee Rules

Add a Credit to a Customer's Account

Applying a Customer’s Credit to an Invoice

Customer Statements

Payments

Learn how to reconcile payments between Copilot and Stripe to verify all transactions align.

Best Practices for Reconciling Copilot Payments with Stripe

Reconciliation Discrepancies

Troubleshooting: Not Receiving Stripe Payouts

Canadian Bank Transfer

FAQs

Setup Guide: Creating an Estimate

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

Sending an Estimate

Feature Guide: Deposit Thresholds

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

Feature Guide: Pay in Full

Scheduling a Job from an Estimate

Articles relating to estimates in Copilot

Estimates

Editing an Estimate

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

How can I send customer messages directly from estimates in Copilot CRM?

Setup Guide: Creating an Invoice

Late fees & invoice due dates

Learn how to send an invoice to your customer through Copilot and how your customers can view them.

How to Send an Invoice to Your Customer

Discounts

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

Writing Off Invoices

Invoices

Learn how to create a Level Billing Agreement to charge customers a consistent monthly amount.

Setup Guide: Level Billing Agreements

Linking Visits to a Level Billing Agreement.

Extending a Level Billing Agreement

Deleting a Level Billing Agreement

Articles relating to Level Billing in Copilot

Level Billing

Creating an Expense

Editing an Expense

Deleting an Expense

Manage Expense Categories

Expense Tracking

Adding a Customer’s Credit or Debit Card on File

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

Adding an ACH Bank Account to a Customer

Deleting a Customer’s Credit Card on File

Articles relating to credit cards & ACH in Copilot

Credit Cards & ACH

Find answers and get help from Intercom Support and Community Experts

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