Homeworks

Articles relating to the "Finances" tab in Homeworks

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 Homeworks and Stripe to verify all transactions align.

Best Practices for Reconciling Homeworks Payments with Stripe

Reconciliation Discrepancies

Troubleshooting: Not Receiving Stripe Payouts

Canadian Bank Transfer

Learn how credit card processing fees are calculated and why totals differ from simple math.

FAQ: Why aren't processing fees adding up?

What evidence Stripe wants, where to pull it from inside Homeworks, and how to submit a response that actually holds up.

How to Fight Disputed Charges

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 Homeworks

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 Homeworks?

Setup Guide: Creating an Invoice

Late fees & invoice due dates

Learn how to send an invoice to your customer through Homeworks 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 Homeworks

Writing Off Invoices

Articles relating to Invoices in Homeworks

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 Homeworks

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

Learn how customers verify ACH bank accounts in Homeworks using Stripe's verification methods.

Helping Customers Verify Their ACH Bank Account

Articles relating to credit cards & ACH in Homeworks

Credit Cards & ACH

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

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

Connect your stack

A quick lap of the product so you know where everything lives.

{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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Collections