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Using Wisetack Financing on Estimates and Invoices

Invoice… Wisetack financing, customers will automatically see financing options on all eligible estimates and invoices… Estimates and Invoices must be between $500 and $25,000 to be financed

Creating a Recurring Invoice

Schedule automatic recurring invoices to make collecting payments easier than ever… Recurring invoices allow you to schedule automatic invoices to the same customer at regular intervals… How to create a recurring invoice

Sending an Invoice

Learn how to quickly collect payments by sending an invoice through the GoSite dashboard!… Sending invoices with the Payments tool… With GoSite's Payments tool, you'll be able to send invoices through your Dashboard and get paid by your

Editing a Recurring Invoice

Making changes to recurring invoice series and individual instances in a series… Canceling an invoice in a recurring invoice series… Note: You can distinguish recurring invoices from one-time invoices by the circular arrow icon in the

Connecting QuickBooks to GoSite

Checking "Sync Invoices to QuickBooks" will sync all GoSite invoices to QuickBooks except for those marked… Paid invoices will appear as "Paid" in QuickBooks, and invoices with all other statuses will appear as… They will appear in QuickBooks as invoices

Getting Started with Payments

by logging in to GoSite, opening Payments, and clicking the "Activate Invoices" button… You can start sending invoices right away! Submit your Payments application… Add your list of services to GoSite to quickly and easily add line items to invoices

Wisetack Consumer Financing - Your Customer's Experience

approved by Wisetack, your customers will automatically be able to apply for financing on estimates and invoices… Estimates Invoices By clicking “See Monthly Payment Options” they can begin the financing… In addition you can log in to the GoSite dashboard on the web to see the financing status of your Invoices

Application Process to Stripe for GoSite

Quickly send payment requests, invoices, and reminders at the tap of a button --using Stripe for GoSite… This information will help your customers recognize your business on their card statements, invoices,

Wisetack Consumer Financing - Signing Up

Your customers will be able to apply for financing on all eligible quotes and invoices you send through… financing on the web browser but once you have been approved, your clients can apply for financing on invoices

Stripe for GoSite FAQs

If I cancel with GoSite, will I still be able to send invoices?… This means not being able to send payment links and invoices