Looking for quick answers? Our FAQ section is here to help! We’ve compiled responses to the most common questions about our services, features, and processes. If you don’t find what you’re looking for, feel free to contact us directly—we’re always happy to assist.
Go to the “Invoices” tab and click “Create New Invoice.” Add your client’s information, services, and pricing details, then save and send it directly to your client.
You can add your business logo, customize color schemes, and adjust layout settings to ensure each invoice aligns with your brand.
RazorInvoice supports multiple payment methods, including credit cards, debit cards, and Klara Pay Later, making it convenient for clients to pay directly through the invoice link.
RazorInvoice provides payment status updates for each invoice. Once a client pays, the invoice status will update to “Paid” in your dashboard.
Yes, each estimate is fully customizable. You can adjust pricing, add service descriptions, and include notes or specific terms for each client’s unique needs.
Absolutely! Once an estimate is approved, there’s an option to convert it to an invoice with one click, saving you time and reducing duplicate work.
Yes, you can set up automatic or manual reminders for overdue invoices. This feature helps prompt clients to make their payments without needing to send follow-up messages manually.
Funds are typically available within 1-3 business days after the client’s payment is processed, though exact times may vary depending on your payment provider.
Estimates
To create a new estimate, go to the “Estimates” tab, click on “Create New Estimate,” fill in the client’s details, service items, and any additional information. Then, save and send it directly to the client.
Yes, each estimate is fully customizable. You can adjust pricing, add service descriptions, and include notes or specific terms for each client’s unique needs.
Once the estimate is sent, clients will receive a link to view it. They can approve or decline it through the link, and you’ll receive a notification of their response.
Absolutely! Once an estimate is approved, there’s an option to convert it to an invoice with one click, saving you time and reducing duplicate work.
Yes, you can add notes or special instructions directly on the estimate. This is helpful for sharing specific details with your client before they approve the job.
Go to the “Estimates” tab, find the estimate, and select “Resend Estimate” You can also double-check the client’s email address to ensure it’s correct.
Payments
RazorInvoice supports multiple payment methods, including credit cards, debit cards, and Klara Pay Later, making it convenient for clients to pay directly through the invoice link.
Clients receive an email with a secure payment link for Stripe. By clicking the link, they can complete the payment online using their preferred payment method.
RazorInvoice provides payment status updates for each invoice. Once a client pays, the invoice status will update to “Paid” in your dashboard.
Yes, you can set up automatic or manual reminders for overdue invoices. This feature helps prompt clients to make their payments without needing to send follow-up messages manually.
RazorInvoice allows you to request partial payments or deposits on invoices. This is helpful for larger projects that require upfront or milestone payments.
Funds are typically available within 1-3 business days after the client’s payment is processed, though exact times may vary depending on your payment provider.
RazorInvoice charges a minimal platform transaction fees directly, but the payment processor may apply standard fees based on the chosen payment method.
