splose

Best practice guide to streamline your billing and get paid faster.

Payments Overview

Learn how to create, send, track and manage invoices in splose, individually or in bulk, including payments, credit notes, and automated reminders.

Create, send, and manage invoices in splose

Get invoices paid faster with integrations or record payments.

Pay an invoice

Batch invoicing lets you create and send multiple invoices at once- cutting down admin and giving you more time back.

Batch invoicing

Generate statements for a payer contact, including all invoices and balances due for a specific client or for all their clients

Contact statements

Edit a draft invoice easily by updating the attached appointment or support activity before the invoice is marked as sent.

Make changes to an invoice

Learn how to invoice a client for a cancelled appointment in splose, in line with your cancellation policy, from the calendar or the invoices page.

Invoice for a cancelled appointment

Mark cancelled appointments as Do not invoice to prevent them from being invoiced.

Mark appointments and support activities as Do not invoice

Email receipts

Learn how to create and refund account credit, handle client overpayments and underpayments, and write off an invoice you won't collect.

Create and refund account credit for clients

How to generate and send account statements to clients based on activity and outstanding balance.

Send statements to clients

Add your products to invoices and automatically update inventory.

Add products to invoices

Add a credit note

Learn how splose rounds time and invoice values for accounting accuracy, and how to manage precision when needed.

How splose handles accounting rounding

If you use Splose payments to collect from clients, the fees you pay on each transaction are tax deductible.

Claiming payment processing fees as a tax deduction in Australia

Add a payment method step to any form so clients can securely save a payment method for future payments, without being charged.

Collect client payment methods through your forms

Learn how to turn automatic payment method saving on or off for online invoice and booking payments.

Toggle automatic saving of client payment methods

Effortlessly process in-person credit card payments with splose

Collect payment in person with Stripe Terminal

Invoices & Payments

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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