FAQ's

Can I send an invoice via SMS?
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 ...
Thu, 19 Sep, 2024 at 10:10 AM
Is there an automatic payment option for Clients?
Yes, with the PayNow option available through Formitize your customers will be able to automatically complete payments for services via the CRM Invoices tha...
Wed, 24 Jul, 2024 at 12:34 PM
How do I use Xero sequential numbering for my invoices?
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...
Fri, 7 Jun, 2024 at 10:53 AM
Can more than one person be notified when an invoice has been paid via PayNow?
Yes. You have the option to specify which email addresses associated with your business will receive email notifications whenever a payment is processed thr...
Tue, 21 May, 2024 at 1:42 PM
What information can I see when viewing Invoices?
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...
Thu, 4 Apr, 2024 at 5:06 PM
Can I edit Contact details from the Accounts pages?
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...
Fri, 7 Jun, 2024 at 10:51 AM
How to use PayNow for App Users (A PDF Guide)
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...
Thu, 13 Jun, 2024 at 11:01 AM
How do I add bank account details to a single Invoice?
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 >...
Fri, 14 Jun, 2024 at 1:58 PM
PayNow - Processing Fee calculations explained
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...
Tue, 25 Jun, 2024 at 1:36 PM
How do I edit the default Invoice Email & Invoice SMS templates?
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...
Thu, 3 Oct, 2024 at 1:15 PM