FAQ'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...
Tue, 2 Jul, 2024 at 2:02 PM
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, ...
Wed, 24 Jul, 2024 at 12:24 PM
With Formitize's Reports function, you can easily create and review a CSV report that covers Purchase Order items. You can also filter or search by spec...
Tue, 26 Nov, 2024 at 1:16 PM
In order to change your line items so that when they appear in the invoice, their price includes GST rather than excluding and listing it separately, in the...
Wed, 21 Aug, 2024 at 10:50 AM
An invoice is still active even if the Job it is connected to is overdue or incomplete, the invoice will need to be archived if it is no longer needed.
Tue, 10 Sep, 2024 at 1:35 PM
A quick share icon can now be located in your invoices and quotes lists. Selecting this icon will bring out a drawer that provides a number of ways for you ...
Fri, 13 Sep, 2024 at 11:38 AM
When you take payment on an invoice, you can record how much has been paid. In the Web Portal, go to CRM > Invoices > Edit pen for the target invo...
Fri, 4 Oct, 2024 at 1:18 PM
When you've made a Stripe payment, you should record the payment as Card. In the Web Portal go to CRM > Invoices > edit pen for the invoice &g...
Fri, 4 Oct, 2024 at 1:41 PM
Watch below, a walkthrough video on how to set up PayNow for your Formitize account:
Thu, 17 Oct, 2024 at 11:12 AM
Watch below, a guide on how to set up a Stripe account for for your Formitize account:
Thu, 17 Oct, 2024 at 11:21 AM