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Service provider? This section is for you 💜
Click here to find articles for service providers who use Anchor with their clients.
Getting Started with Anchor
Just getting started with Anchor? Here's
Setting Up Your Anchor AccountComplete these four steps to set up your Anchor account
Managing Team MembersInvite team members and assign roles based on their expertise and responsibilities.
Dashboard OverviewKeep track of your business performance with the Anchor dashboard
Payments via AnchorThis article details the payment methods and price structure of Anchor's services. No subscription fees, simply pay as you go
Managing AgreementsAn overview of agreement notifications, the agreement page’s layout, and the quick actions menu.
Proposals OverviewAn overview of proposal statuses, the page layout, and the quick actions menu.
Invoices OverviewAn overview of Invoice statuses, filters, and other actions.
Payouts OverviewAn overview of the Payouts page, its layout, and additional information.
How to Import Existing Clients in Bulk Using a CSV FileHow to easily add existing clients with CSV import
Manage ContactsKeep track of leads and clients, all in one place.
Creating a ProposalLearn how to create proposals in Anchor
7 Anchor Features To Get Your Proposals ApprovedOnboarding clients to a new platform can be a challenge. Here are 5 features to make it a no-brainer!
Writing Service Descriptions Your Clients Will UnderstandAnchor's formula for perfect service descriptions
Optional servicesLearn how to set up optional services in a proposal in Anchor
How to Sign an Anchor Agreement (the client's perspective)A step-by-step guide to signing an Anchor agreement from the client's perspective
How To Set Up ServicesOrganize your business with services! Build services once, then customize them on a per-client basis in your proposals.
Understanding Proposals StatusesLearn more about the various proposal statuses in Anchor
Auto-Approve Agreement AmendmentsChanges needed in a service's scope or price? Need a new service? Edit the agreement and we'll handle the rest
How to Bill Your Client UpfrontRead this article to learn how to build upfront (at the beginning of each billing cycle)
Proposal Templates
Agreement NameLearn more about the agreement name when creating a new proposal
Getting Started with Anchor for Tax ProfessionalsTake your business to the next level with Anchor, tailored specifically for tax businesses’ needs 💜
Billing Hub OverviewAnchor's Billing Hub helps you manage all of your upcoming payments, per client, in a single place.
Billing Hub: Bill Previous Period & Bill Again For Current PeriodLearn how to manually bill services via the Billing Hub for the previous or current period
Managing Failed PaymentsWhat causes payments to fail and how to retry them
How To Pause Billing For Auto-billed ServicesExplore the 'Pause billing' option, and how to use it
Payment Summary DigestLearn all about Anchor’s Payment Summary email
How to Edit an AgreementEditing an existing agreement is simple and transparent. Follow this guide to learn how to edit an Anchor agreement.
How to Apply a Credit for Your ClientAdding a credit amount to a client's agreement is easy. See this article for details.
Dunning Emails ManagementThe dunning management process in Anchor reduces lost payments, saves you time, and makes it easier for you to run your business.
How to Limit the Number of Billing Cycles for a Recurring ServiceNeed to set a cap on billing cycles? Here’s the quick guide
Refunding Client PaymentsNeed to handle a refund? You're exactly where you need to be. Let's walk you through it.
Accountant AccessLearn all about Accountant Access in Anchor
How to prorate the first payment for a serviceA step-by-step guide to calculating prorated payments
Handling chargebacksLearn about chargebacks in Anchor
About "Request Payment Method"Easily prompt clients to add their payment details
Amending billing dateThis article explains how to change a billing date and what to expect when you do so
How to Split Service PaymentsNeed to bill one payment upfront and the remaining when the work is done? Here's how you can set it up.
Sharing a Direct Link to a Page With a ClientShare a direct link to their client portal or a specific agreement page
What amendments must the client approve?Find out what changes in agreements have to be approved and how emails reflect them
Adding Out-of-Scope ChargesHow you can deal with and avoid missed charges
What situations trigger an email notification for my client?A complete list of cases in which your client will get an email notification from Anchor
What Does Anchor Help Me Achieve?Anchor FAQs
How Does Anchor Automate Payments?Anchor FAQs
What’s Anchor’s Pricing Structure?Anchor FAQs
How long does it take for a payment to reach my bank account?Anchor FAQs
What happens when a payment fails?Anchor FAQs
Does Anchor charge tax?Anchor FAQs
When will I receive payment for a net-term invoice?Anchor FAQs
When Does the Client Provide a Payment Method for Automated Payments?Anchor FAQs
Will My Client Get Charged for a Full Month if They Approve the Agreement at the End of the Month?Anchor FAQs
How to Verify a Client's Bank Account Using Micro-DepositsThis article will explain how to manually connect a client’s bank account for automated ACH payments
how should you charge a client for a new service in the middle of the month if they are billed on the first day of the month?Anchor FAQs
Is the Email About Client Activity Only Sent to the Person Who Sent the Agreement or to Everyone?Anchor FAQs
Are Credits Only Returned to the Client at the End of the Month?Anchor FAQs
When Anchor Sends an Email to My Client, Can My Client ‘Reply’ to That Email Who Will Receive the Reply?Anchor FAQs
My client is not willing to add a payment method before an invoice is issued. Is there anything I can do?Anchor FAQs
My Client Needs To Approve an Invoice With Their Accounting Department Before It Can Be Paid. Is There Anything I Can Do To Make the Process More Efficient Without Hurting the Payment Automation?Anchor FAQs
How does billing my international clients work?
1099-K Form Issuance