Setup
Setup Invoices
Get started with Invoice setup Here is a quick guide to configure your Invoices: Setup Logo branding Setup Currency & Taxes Setup Your Company Info & Address Setup Client info and Address Format how to show your company info and Client's company info ...
Setup Instamojo
Instamojo is an on-demand payments platform that enables entrepreneurs to build, manage, and grow the business online. Here is how you can connect Instamojo with Clientjoy Invoices- Navigate to Settings > Payment methods Select Instamojo as payment ...
Setup Razorpay
Razorpay is the most used payment gateway which gives you access to all payment modes including credit card, debit card, net, UPI, etc Here is how you can connect Razorpay with Clientjoy Invoices- Navigate to Settings > Payment methods Select ...
Setup Payoneer
Connect your existing Payoneer account with Clientjoy in just one click. Payoneer is a financial services company that provides digital payment services. Benefits: Pay up to 71% less in Payment Gateway fees Enable your Global Clients to Make Local ...
Setup payment Gateways to collect payments
Integrate Paypal, Stripe, Payoneer, Instamojo, Razorpay Clientjoy provides 5 major payment gateways integrations such as - Stripe, PayPal, Payoneer, Razorpay, and Instamojo. In this article we'll cover What are the top benefits of these gateways? How ...
Recording Payments in an Invoice
We'll cover In how many ways I can record payments for an Invoice? How to Record a payment made through an offline payment method? How to record a payment made through an integrated payment Gateway? 1) In how many ways I can record payments for an ...
How can I create an invoice?
We'll cover --------------------------------------------- Steps to create an Invoice Adding Item Table Enabling Payment methods Defining Client note & Payment Terms Making Recurring Invoice Custom Design Change Default Information Saving Draft ...
Reminders in Invoices
In this article, we'll cover ------------------------------------------------------ Types of Invoice Reminders How to stop reminders for an Invoice? How can I set the email content of automatic reminders? ...
How to set Auto Payment for Recurring Invoice?
We'll cover ------------- What is Auto Payment in Recurring Invoices? How to setup Auto Payment in Recurring Invoices? When will your Customer be auto charged? What happens when your Customer wants to change the card details? What happens if the card ...
How can I set my Invoice number format?
In this article, we'll cover 1) How to set the Invoice number format? 2) How to change the invoice number format for an already created invoice? 1) How to set the Invoice number format? Go to the Invoices option from Settings and scroll down to Other ...
How to disconnect your Paypal account?
We'll cover How to disconnect the PayPal account? How to disconnect the PayPal sandbox account? How to disconnect the PayPal account? You need to login into your PayPal account first. After login, you'll see the option of Account settings in your ...