Invoices and Payments
- How Credit Card Surcharges and Payment Processing Work in Planning Pod (Using Stripe)
- Using Stripe as your Payment Processor in Planning Pod
- Stripe Terminal: Setting Up Your Terminal and Collecting Payments
- Editing F&B Package Line Items in an Invoice
- Adding a F&B Package into an Invoice
- Overview - How Do Invoices Work
- Adding a New Invoice
- Creating an Invoice from a Proposal
- Importing an Invoice Template into a New Invoice
- Linking an Invoice to an Event
- Adding an Invoice Line Item
- Adding an Image to an Invoice Line Item
- Importing a Line Item Template Into an Invoice
- Adding/Managing Line Item Categories for Invoices
- Managing Invoice Line Items in Batches With Checkboxes
- Adding Additional Fees to Invoices
- Attaching Files to an Invoice
- Using/Managing the Invoice Image Gallery
- Collecting Online Credit Card Payments for Invoices
- Storing Client Credit Card Information for Future Invoice Payments
- Emailing Invoices to Clients
- Adding an Invoice Payment
- Setting Up Payment Reminders for Invoices
- Setting Up "Auto-Pay" Credit Card Payments for Invoices
- Adding/Managing Deposits
- Tagging an Invoice