Formitize User Guide

If you don't have the option to enable PayNow when you go to the invoice settings, then it could be one of two reasons, so you may need to check these: ...

Absolutely! Two new Placeholder links are now available, specifically designed for the creation of invoice templates that can be utilised for invoices and q...

The Share option provides a way to share the invoice link so that any nominated recipient is able to view the invoice with just a click. For Formitize a...

In the Web Browser go to Accounts > Invoices, and then select the Show Archived check box at the top of the table. You can then search for the invoice yo...

Just like the invoices in the Web Portal, the App has share buttons that provides fast and reliable payment communication between our Formitize Users and th...

Registering with Stripe is essential for setting automatic card payment options within Formitize. The following video and instructions will help you to be a...

You have the option to add a processing fee to invoices that are paid using our PayNow feature. Processing fees are a percentage added to the invoice total....

There are no additional subscription fees in order to activate the PayNow feature. Formitize adds an ‘application fee’ of $1.00 per transaction to help ...

To add bank or payment details to an invoice so that the customer can directly deposit a payment into your account, go to the Settings Cog > Accounts >...

There may be a few reasons that a Location is not displaying on an invoice. One reason could be that a job location was not chosen when entering a job t...