Formitize Help Desk

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, ...

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...

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...