Billing & Payments
A complete guide to billing your clients with Anchor
By Anchor1 author17 articles
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 an invoice?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.