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 ...
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 ...
How to Cancel an eDoc Agreement
1. Click EDOCS on the left-hand navigation. 2. Click on the agreement in progress. 3. Click the Cancel Agreement button in the upper-right corner. 4. Enter a reason for canceling the agreement. 5. Click Yes. 6. The associated task will be closed ...