Formitize User Guide

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...

The Invoices section in Formitize allows you to view, manage and track your Invoices in one place. You can quickly find Invoices based on their payment stat...

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 Ac...

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...

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...

PayNow is a powerful feature that allows you to send invoices to your clients with an embedded payment form. By leveraging Stripe Connect, our clients can s...

When creating or editing an invoice a discount can be applied using the discount field in the individual line items. Add the discount as a percentage, and t...

Stripe payments should only be a 2 day processing time, excluding weekends. If you are experiencing any delays after your 1st payment has been settled, ...