Can PayFlow Automate My Invoices? Can PayFlow Automate My Invoices?

Can PayFlow Automate My Invoices?

Connor Campbell Connor Campbell

Yes! PayFlow streamlines your invoicing process by allowing you to:

  • Create and send invoices directly from the dashboard.
  • Set up recurring invoices for clients with subscription-based payments.
  • Track invoice statuses and get notifications when payments are overdue.
  • Send automated reminders to clients to encourage timely payments.

How to Automate Your Invoices:

  1. Navigate to the "Invoices" section in PayFlow.
  2. Click "Create Invoice" and enter details such as customer name, due date, and amount.
  3. Enable "Recurring Payments" for customers with ongoing billing needs.
  4. Choose "Auto-Send Reminders" for unpaid invoices.
  5. Send the invoice, and PayFlow will handle tracking and follow-ups!

Integration with Stripe, PayPal, and Square ensures seamless payment processing.

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