FAQ's

Can I personally take Card Payments with Formitize?
Yes. You can take payments through Formitize. If you would like to take immediate card payment, you will need to set up an account with Stripe.com and have ...
Tue, 28 May, 2024 at 11:37 AM
Invoice Reminders
The outstanding invoice reminders enables you to set up your own customised emails, SMS, letters and tasks to trigger automatically whenever an invoice beco...
Thu, 6 Apr, 2023 at 3:41 PM
How do I add a One-off attachment to an Invoice?
To add a One-off Attachment the Invoice need to first be created and saved. Once you have saved the Invoice you can edit it and add one-off attachments.   ...
Thu, 6 Apr, 2023 at 3:42 PM
How do I know that an Invoice has been emailed?
You can view the email history of an Invoice through both the Web Portal and the App. From the Web Portal > CRM Invoices > search invoice with filter...
Thu, 6 Apr, 2023 at 3:49 PM
Can I Convert an Invoice to a Job?
Yes, you can Convert a Formitize Invoice to a Job in both the Web Portal and the App In the Web Portal > CRM > Invoices > Edit the invoice that yo...
Thu, 6 Apr, 2023 at 3:53 PM
How do I cancel an invoice
An invoice can be cancelled through the App, simply swipe to the left on the invoice to cancel it.  In the Web Portal an invoice can be archived.
Fri, 15 Jul, 2022 at 2:49 PM
How do I send an invoice
In the Web Portal > CRM > Invoices > View PDF > Email > email will pre populate with your default invoice email template (editable) > Sen...
Mon, 25 Jul, 2022 at 1:01 PM
How do I remove a payment on an invoice?
In the Web Portal > CRM > Payments > select the payment you wish to remove > scroll to the bottom of the page > Select Action > Undo Payme...
Thu, 6 Apr, 2023 at 4:00 PM
How do I search for an item when I am creating an invoice?
When creating or editing an invoice you can click on the item dropdown and start typing in the field indicated in the image below (Web Portal) to search the...
Thu, 6 Apr, 2023 at 4:02 PM
Can a client pay a CRM invoice online?
With the arrival of PayNow, your clients will be able to pay their invoices online, whether on a desktop, laptop or other mobile devices. In order to use Pa...
Tue, 21 May, 2024 at 1:53 PM