Payment methods

Payment methods

These denote how you get paid. We provide a list but you can add to the list if there is a payment method you use that is not there. Stripe (Credit and Debit cards) are covered in a separate What is.
All payment methods mark the invoice as paid unless you mark as unpaid.
If a customer says they are going to pay you by bank transfer you should mark as unpaid and then mark paid when you receive the funds. This way you will be able to keep track of unpaid invoices.
If you are registered with Stripe and you mark as unpaid your customer can pay from their invoice. This will then move from unpaid to paid automatically.

    • Related Articles

    • How to edit an appointment and invoice

      Edit appointment Select the appointment either from the home screen or the calendar. In the calendar hold down and you can easily adjust the date and time. Alternatively open the appointment where you can do the following: Change the date and or time ...

    • How to get started - Part 2

      Once you have completed part 1 which enables you to start adding contacts, it is worth doing part 2. Payment methods If you get paid in other ways you can enter here so your bookkeeper knows how invoices were paid. Credit and Debit cards - only ...

    • Getting Started

      How to get the app Go to the web version, sign up, verify your email and you are ready to go! If you are on a mobile once you have signed up click on the Apple or Play Store icons and search for The Heating App. Do I need to complete all of the ...

    • Subscriptions

      How does the 1 month free trial work? Try the App for a month, risk free! All it takes is your email address and some basic information and you’re on your way. We will not ask for any payment details until you want to subscribe. Any data you entered ...