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Servicejoy

Clients 14 Articles

  • Do I have to issue a username and password for every client in order for them to view and pay their invoice?
  • [VIDEO] How to create a client on a mobile device
  • What happens when you delete a user or client?
  • How do I delete/archive something?
  • Can I still access deleted clients?
  • View all articles

Items 1 Article

  • Creating a new re-usable item or track item inventory

Invoices 24 Articles

  • Can I send a short note to go along with the invoice that shows up in email form when the client receives it?
  • How do I void an Invoice?
  • How to create recurring invoices? (Great for subscription based billing!)
  • Creating / sending an Invoice
  • How do I connect my Stripe payment gateway to Servicejoy
  • View all articles

Customizations 23 Articles

  • How do I change my subdomain?
  • What is the cancellation policy?
  • How do I connect my Stripe payment gateway to Servicejoy
  • What type of payment methods do you accept?
  • [VIDEO] How to manage your Servicejoy account on a mobile device
  • View all articles

Payments 12 Articles

  • 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
  • [VIDEO] How to record a payment to an invoice on a mobile device
  • Setting up online payment gateways in Servicejoy
  • View all articles

Billing 14 Articles

  • I thought Servicejoy had a Free Forever account – why am I on a trial?
  • Can I get Servicejoy for free?
  • Do I need to make a long-term commitment?
  • How do I update my billing / credit card information in my Servicejoy account?
  • How much storage space comes with a Servicejoy account?
  • View all articles

Video Guides 12 Articles

  • [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
  • [VIDEO] How to create a todo, event or a project on a mobile device
  • [VIDEO] How to record a payment to an invoice 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

  • [VIDEO] How to create a todo, event or a project on a mobile device
  • Custom terminology for Todos / Projects / Requests / Tasks / Reports / Jobs, etc.
  • How many people can I collaborate with?
  • Add attachments to a job report
  • Change project status
  • View all articles

Reports 1 Article

  • Custom terminology for Todos / Projects / Requests / Tasks / Reports / Jobs, etc.

Getting Started 18 Articles

  • Set up default taxes in Servicejoy
  • Creating a user / employee / team member
  • How do I update my billing / credit card information in my Servicejoy account?
  • How do I re-invite a user?
  • Changing tax rates
  • 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
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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
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