The money side, start to finish: quote the work, bill it, collect it, and reconcile it. These articles cover quotes, invoices, card payments, statements, and refunds.
How to create and send a quote
Build a professional quote in ClippingCash with line items, then send it to your customer to approve — and turn it into a scheduled job.
How to create and send an invoice
Bill a customer in ClippingCash. Pick a customer, drop in a service, and send a clean invoice with a due date and an online pay link.
How to record a payment
Record a payment against an invoice in ClippingCash — cash, check, card, or ACH — and keep your unpaid balances accurate.
How to take card payments online
Let customers pay by card in ClippingCash. Connect Stripe once, then collect card payments from invoices and the customer portal.
How to send a statement
Send a customer a clear account statement in ClippingCash. Pick a customer and a date range, then generate a statement of charges and payments.
How to let a customer approve a quote online
Send a quote as a link the customer opens and approves themselves, with optional add-ons they can pick. No phone tag, and the approval is recorded.
How to edit or resend a quote
Change a quote before it goes out, understand the seven quote statuses, and know which ones lock the quote read-only so you cannot edit history by accident.
How to connect Stripe so you can accept cards
Set up Stripe Connect to take card payments. What onboarding asks for, what the status flags mean, and how to finish outstanding requirements.
When your money actually arrives
Available balance, pending balance, and payout status explained. Why a card payment today is not cash in your bank today, and how to see where money is.
How to refund a payment
Issue a full or partial refund on a card payment, pick the right reason code, and understand who is allowed to do it and what it does to the invoice.
How to reconcile your transactions
A monthly routine for checking your ClippingCash numbers against reality: what to filter, what the summary tiles mean, and the mismatches worth hunting.
How to set up automatic payment reminders and late fees
Chase unpaid invoices automatically. Set reminder days before and after the due date, configure late fees with a grace period, and set your default net days.