How to Take Payments in PRO Software Processing customer payments efficiently is essential for smooth business operations. PRO Software provides multiple options for handling payments, including cash, ACH, check, and credit card transact... Billing Sales Mar 6, 2025
How to Send Payment Receipts in PRO Software After a customer makes a payment, they may need a receipt for their records . PRO Software allows users to send receipts quickly and efficiently via email in just three clicks . Steps to Send a Paymen... Billing Sales Mar 6, 2025
How to Process Partial Payments in PRO Software Customers may choose to make partial payments on invoices instead of paying the full amount upfront. PRO Software allows you to register and track partial payments efficiently. Follow the steps below ... Billing Sales Mar 6, 2025
How to Handle Overpayments in PRO Software Overpayments occur when a customer pays more than the amount due on an invoice. PRO Software automatically tracks these overpayments as Unapplied Cash , which can be managed and applied correctly to f... Billing Sales Mar 6, 2025
How to Set Up Auto-Pay for Customers in PRO Software PRO Software offers Auto-Pay options to simplify payment processing and ensure timely transactions. This feature allows businesses to automatically charge customers, reducing the need for manual invoi... Billing Sales Mar 6, 2025
How to Choose a Send Invoice Method in PRO Software Ensuring your customers receive their invoices in their preferred format is an important part of managing billing in PRO Software. The Send Invoice Method allows you to customize how invoices are deli... Billing Sales Mar 6, 2025