Related Articles
Sending Clients an Invoice
Invoices can be sent from the main Billing Page or under an Account's Billing tab. Stripe must be enabled to have Billing access. Step-by-step: From the Billing Page or an Account's Billing tab, Click +New in the upper-right corner of the screen. ...
Paying a One-Time Invoice
Liscio Billing allows you to pay one-time invoices set by the firm you're working with. When an invoice is set up for your account, you will receive an email notification requesting payment. You can pay using the email link or by logging in to ...
Task, eDoc and Invoice Description Templates
Task, eDoc and Invoice Description Templates will save you time and standardize your client communications. Firms are supplied with a variety of customizable default templates, and have the option to build their own. Templates can be used all in ...
Setting Up Recurring Invoices
Billing within Liscio allows for recurring invoices to be sent to your clients from QBO or Liscio invoices. Recurring invoices will automatically charge clients on the invoice date after they have authorized automatic debits. If the client has not ...
Stripe Payouts
Stripe Payouts Report Admins can view Stripe Payouts from the Integrations Page. Stripe Payouts show the date an invoice was paid and the amount. A report can be pulled to see a more detailed view of each payout with the following information: Payout ...