Pocomos

How do I receive money / post a payment?

What does the Failed button mean under Payment Details?

So your customer wants an account statement of all the payments they made? Check it out.

Print a summary of payments made by a customer.

Can I hide the outstanding balance on the customer invoice?

Can I refund a credit card charge through Pocomos?

How do I change the information under the "Make checks payable to:" portion of the Invoice

My customer wants to prepay for multiple services.

Can I charge multiple invoices at once?

Can I add a pay online link to my invoices?

Can I print a summary of customers with outstanding balances?

How long does it take for funds to be deposited from Zift Payments?

Lance Wight

Financial

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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