Invoices
Create, Send, Manage, and Track invoices in Truss
15 articles
Collecting Payments / Paying Invoices
How to send invoices and get paid by your customers.
Sending an invoice via text messagingRequest and collect payments from customers over text.
How can I send an Invoice payment reminder?Send payment reminders to customers for unpaid payment requests
How can I take a card payment over the phoneSettle invoices by charging a payment to your customer's card.
How do I change who pays the card fee?You can charge the card fee to your customers, or choose to pay it for them.
How do I request/collect a payment?Request and collect payments from customers using Truss.
Edit, Cancel & Refund Invoices
Make changes to invoices, cancel them, or issue refunds.
How do I cancel an invoice?You can cancel unpaid invoices if they have not been paid by your client.
How do I edit an invoice?Make changes and updates to invoices.
How do I refund an invoice?How to refund your customers after they have paid an invoice
Customer Setup
Add and manage the customers you invoice.
How do I add a customer?
How do I add a secondary email to a customer?
Custom Payments & Troubleshooting
Manage custom payment settings and resolve discrepancies.
Resolving Custom Payments That Don’t Match Outstanding InvoicesManually adjust custom payments that don’t align with their invoice amounts, as discrepancies can arise between Truss and QuickBooks.
How do I turn on/off custom payments?
Your Payment Portal
Your unique branded payment link for your customers.
How does the payment portal work?Get familiar with your payment portal.
How do I activate and use my payment portal link?Set up your payment portal link and begin collecting payments in minutes.
How do I add a payment portal to my website?Get paid seamlessly by integrating your Truss payment portal directly into your website.