Billing
Invoices, quotes, recurring billing, trials, plan changes and refunds.
- Invoices How invoices are created, numbered, issued and emailed, what each status means, and how to edit, void or write one off.
- Quotes Send a client a priced offer, let them accept it online, and have it turn into an invoice and the services it orders.
- Recurring billing What the daily billing run does, when renewal invoices are created, and how reminders, suspension and termination work, with the defaults.
- Free trials Give a product a free trial, see what happens when it ends, and extend or end a trial by hand.
- Plan changes Move a service to another plan or billing cycle, with day-by-day proration, and how staff and customers differ.
- Usage-based billing Charge for what customers use with per-product meters, priced per unit, in graduated tiers or per package, and billed after each period ends.
- Cancellations Choose whether customers cancel at the end of the term or immediately, how refunds for unused time are worked out, and what staff can do.
- Payments and refunds How invoices get paid, how to record a bank transfer, how saved cards are charged automatically, and how to refund a payment.
- Internal accounts Mark your own team, test customers and free accounts as internal so their services cost nothing and they stay out of your revenue figures.
- PDFs and fonts How invoice and quote PDFs are built, what you can control, and how to install the optional fonts for Chinese, Japanese and Korean text.
- Emails and reminders Which billing emails Tidemark Billing sends, to whom and when, how invoice reminders are scheduled, and what you can and cannot change.