Formitize User Guide

With the implementation of PayNow, you can now send the invoice link or QR code to your contacts via SMS when you create their invoice. You do not have ...

Yes, with the PayNow option available through Formitize your customers will be able to automatically complete payments for services via the CRM Invoices tha...

If you have a Xero integration set up and repeating invoices through Xero, you can have Formitize use the accounting software's invoice numbering system...

Yes. You have the option to specify which email addresses associated with your business will receive email notifications whenever a payment is processed thr...

To find the Invoice list, you can go to CRM > Invoices, or click on the Accounts button in your user dashboard. That is where you will find the list of c...

You can quickly edit Contact details of a client without having to leave the Accounts pages (Invoices or Quotes). To do this, in the Web Portal go to CR...

In this article, just below, we have provided a PDF attachment for using PayNow on a mobile device, which you can download for your technicians or field age...

If you don't want your bank details to be displayed on all your invoices, then you can add them to a single invoice. In the Web Portal to go CRM >...

When it comes to PayNow and covering the fees, it can be a confusing topic. We hope that this article can assist in understanding it a little further, and h...

You can customise the templates for emails and SMS messages that are used when sending an invoice. These templates can use placeholders to automatically ins...