Billing & Payments
A complete guide to billing your clients with Anchor
By Anchor1 author17 articles
Compliance review and payment processingGot an email requesting more info about your client? Here’s what it means and how to speed up their payment
Getting paid with Anchor
Simplify Payment Processing and Get Paid Faster with Anchor
Managing payment methodsDiscover all the available methods to add payment details to agreements
Chargebacks and payment disputes in AnchorUnderstand the chargeback process and how to resolve payment disputes in Anchor
Managing failed paymentsCommon payment failures and steps to retry
Refunding client paymentsNeed to handle a refund? You're in the right place. Here's how to do it smoothly
Payments in AnchorLearn more about how payments work in Anchor
When will my client be asked to approve a payment?Learn about the specific situations where your client's approval is required before a payment can be processed
How to change the invoice prefix in AnchorCreate distinct invoice numbers to avoid duplicates and/or match your brand style
Adding out-of-scope chargesHow you can deal with and avoid missed charges
Billing for a missed periodLearn how to manually bill services for previous periods
How to apply a credit for your clientAdding a credit amount to a client's agreement is easy. See this article for details.
Pausing automatic billing for a serviceLearn how to pause and resume automatic billing for a service
Billing hub overviewAnchor's Billing Hub helps you manage all of your upcoming payments, per client, in a single place.
Group identical line items on invoices in Anchor
Billing clients in bulkImport a spreadsheet of line-item charges and generate multiple invoices in one click
Bill in stagesSplit the billing of a service into stages and bill as work progresses.
Unvoiding an invoiceLearn how to unvoid an invoice in Anchor, and understand what happens when the invoice is synced to QuickBooks Online or Xero.