Formitize Help Desk

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 ...

The outstanding invoice reminders enables you to set up your own customised emails, SMS, letters and tasks to trigger automatically whenever an invoice beco...

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.   ...

You can view the email history of an Invoice through both the Web Portal and the App. In the Web Portal go to CRM > Invoices > sort by the Last Email...

Yes, you can convert a Formitize Invoice to a Job in both the Web Portal and the App In the Web Portal > CRM > Invoices > select the Edit pen for ...

An invoice can be cancelled through the App or the Web Portal. In the App, go to Accounts > Invoices > swipe left on the Invoice you'd like to...

In the Web Portal > CRM > Invoices > Edit pencil for the intended Invoice > View PDF > Email > email will pre populate with your default ...

You are able to remove a payment from an invoice via both the Web Portal and the App. In the Web Portal, go to CRM > Payments > select the checkbo...

When creating or editing an invoice in the Web Portal you can click on the item dropdown and start typing in the field indicated in the image below to searc...

With the arrival of PayNow, your clients can pay their invoices online, whether on a desktop, laptop or other mobile devices. In order to use PayNow, you wi...