Notes to help you answer questions about your Clientjoy account

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Recording Payments in an Invoice

There are two different ways of recording payments in an invoice… 1) In how many ways I can record payments for an Invoice?… We'll cover In how many ways I can record payments for an Invoice?

How can I create an invoice?

Click on +Add Invoice item to create an item table for the invoices… You'll see the item table inserted in your Invoice… Navigate to invoice settings in the left menu

Setup payment Gateways to collect payments

Open the Invoice to update it or create a new Invoice Choose payment methods as shown in the image… Enabling Payment Gateway in the Invoice… Enabling Payment Gateway in the Invoice PayPal is known for its fast processing systems

How can an invoice be created automatically with a Zap?

Let's take an example when a Lead is added to your CRM let's say Clientjoy, the invoice will automatically… In the Action event choose Create Invoice and click Continue. 11… Click on Test and Continue to check if the invoice is created in your workspace. 14

Setup Invoices

Get started with Invoice setup… If you wish to change these values for any of the Invoice it's possible to do in the Invoice editor… below: Create a new Invoice or update an existing Invoice Click on templates options on the

Items Overview

Templatize Services that you Invoice regularly… Add a Items to an Invoice… An Item table inside a Invoice

Reminders in Invoices

of Invoice Reminders How to stop reminders for an Invoice?… Changing Invoice Reminder Setting for a Specific Invoice… How to stop reminders for an Invoice?

Setup Instamojo

Instamojo is an on-demand payments platform that enables entrepreneurs to build, manage, and grow the… Now you will see Instamojo as available payment method in Invoice… Choose it and allow your clients to make payments using Instamojo

How to set Auto Payment for Recurring Invoice?

Your Customer will be charged on the Invoice date ie. when the Invoice will be generated in Clientjoy… 6) How to stop auto pay in recurring Invoice?… How to stop Auto Pay in Recurring Invoice?

Setup Razorpay

Now you will see Razorpay as available payment method in Invoice… If Razorpay is your Primary Payment gateway then you can turn on toggle "select by default on Invoice… Choose it and allow your clients to make payments using Razorpay