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Knowledgebase
Knowledgebase
Getting Started
18 Articles
How does the free trial account work?
What are the technical requirements for using Servicejoy?
What happens when my trial ends?
Managing role features and user permissions
Email templates and late payment reminders
View all articles
Users
9 Articles
Permission groups
How many people can I collaborate with?
How can I reset someone’s password?
Can I share my account with other members of my firm?
Managing role features and user permissions
View all articles
Taxes
2 Articles
Changing tax rates
Why do the taxes on my expenses look wrong?
FIle and document storage
2 Articles
How much storage space comes with a Servicejoy account?
View all files and documents across all projects
Security
3 Articles
Is my information at Servicejoy secure?
How secure is my payment?
Avoid and Report Phishing Invoices
Inventory
2 Articles
Creating a new re-usable item or track item inventory
Accept partial online payments using Servicejoy
Clients
14 Articles
How do I import clients into my Servicejoy account?
How do Credits work?
How do I access emails that were sent to clients?
Creating a user / employee / team member
Do I have to issue a username and password for every client in order for them to view and pay their invoice?
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Items
1 Article
Creating a new re-usable item or track item inventory
Invoices
24 Articles
[VIDEO] How to convert an estimate into an invoice on a mobile device
[VIDEO] How to create an invoice on a mobile device
[VIDEO] How to manage your Servicejoy account on a mobile device
Setting up online payment gateways in Servicejoy
Changing tax rates
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Customizations
23 Articles
How many people can I collaborate with?
How much storage space comes with a Servicejoy account?
How can I reset someone’s password?
How much does Servicejoy cost? Is there a free plan, or are there any special rates?
Upload your own logo to Invoices
View all articles
Payments
12 Articles
How do I mark an Invoice as paid?
Accept partial online payments using Servicejoy
How do I connect my Stripe payment gateway to Servicejoy
How do I connect my Authorize.Net payment gateway to Servicejoy
How do I connect my PayPal payment gateway to Servicejoy
View all articles
Billing
14 Articles
What type of payment methods do you accept?
How does the free trial account work?
What happens when my trial ends?
Downgrading, upgrading, and canceling an account
I thought Servicejoy had a Free Forever account – why am I on a trial?
View all articles
Video Guides
12 Articles
May I access my Servicejoy account from an iPhone, iPad & Android mobile devices?
Creating / sending an Invoice
[VIDEO] How to create a client on a mobile device
[VIDEO] How to create an estimate on a mobile device
[VIDEO] How to create an expense on a mobile device
View all articles
Estimates
5 Articles
[VIDEO] How to create an estimate on a mobile device
[VIDEO] How to convert an estimate into an invoice on a mobile device
[VIDEO] How to accept an estimate on a mobile device
[VIDEO] How to accept multiple estimates on a mobile device
Creating a new re-usable item or track item inventory
Expenses
3 Articles
[VIDEO] How to create an expense on a mobile device
Why do the taxes on my expenses look wrong?
How do I create an expense?
Todos and Tasks
16 Articles
Posting a comment to a project
Subscribing to Project comments
Creating a project / request job report and track time
How do I assign projects to users?
How to create Projects
View all articles
Reports
1 Article
Custom terminology for Todos / Projects / Requests / Tasks / Reports / Jobs, etc.
Use The Forever Free Plan
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Features
Invoicing
Payments
Inventory
Client Portals
Contacts
Todos
Files
Expenses
Reports
For Businesses
Education Verification
Background Checks
Event Catering
Web Design & SEO
Yacht/Home Outfitting
View All
Customer Stories
Login
More
Request A Free Live Demo
Blog
Pricing
Knowledgebase
