Billing
26 articles
Enabling payments with ConeIntegrate payments collection to streamline billing
Configuring Payment Settings for ProposalsConfigure client payment methods, automate charges, and include payment links in invoices for ease
How to request payment details from a client
How to set up direct debit payment with Cone
Surcharge fee for credit card payments
How to manage auto-charging settingsDisable auto-charging in Cone: Turn it off at the account or client level
How to automatically collect payment with invoicingAutomate payment collection in Cone - set default payment methods and schedule auto charges for seamless transactions
How to add client payment details
How to connect with GoCardlessCone and GoCardless: Automate Direct Debit Payments & Streamline Payment Collections
How to collect client payment detailsCollecting payment details from clients as part of proposal singing process or in a direct way
Invoices
Adhoc Invoices
Invoicing Overview
Invoices overviewEasily create and manage one-off invoices in Cone with customizable settings
Recurring invoices overviewStreamline your billing with Cone's automatic recurring invoices—reduce manual work and manage payments effortlessly
Invoice activity logInvoice activity log: Full transparency and control over your invoices
Client billing schedule overview
How to bill a milestone service without a future date
How to change invoice numbering sequence in QuickBooksCustomize your invoice numbering in QuickBooks Online to match your business needs and avoid billing errors
How to work with invoice numbering in QuickBooks Online
How to switch an invoice from automatic to manual payment
How to create a customizable invoiceCreate tailored invoices with Cone
How to update an invoice accountUpdating invoice account in services and invoices
How to create an invoice from pending billable items
How to update account code in invoices
How to use an invoice memo