Copilot CRM

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

Find answers and get help from Intercom Support and Community Experts

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