Can my client pay their invoice online?
Yes, the client can pay their invoices online as long as the associated Contractor Foreman account is set up with WePay integration. If this is not done already, you can do it in Integration settings.
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WePay FAQ's and How To's
Contractor Foreman is excited to partner with WePay for online payment processing. Before getting started, please read through the full page below. Save it if needed. If your question isn't covered in the items listed below, let us know and we will ...
Exporting Contacts from QuickBooks Online
Exporting your customers and vendors from QuickBooks Online is not as straightforward as you would expect. Follow the steps below or use the video to see step-by-step how to export your contacts. Once finished, copy the data to the Contractor Foreman ...
Adding a New Invoice
Adding a New Invoice Contractor Foreman allows you to create and send invoices directly from the App. Required fields are marked with an Asterisk (*,) To create a new Invoice, go to Main Menu and click on Invoices. Fill out the customer field from ...
How do I send Login Credentials to my Client for use with the Client Portal?
To send Login Credentials to Client for Client Portal, go to the Menu and select Projects and pick the Project you wish to email the credentials to. Once here, go to the Client Access tab and click Email Login Details button to send it to their ...
How do I enable or disable Client Portal access?
To disable Client Portal access, go to the Project and click on the Client Portal tab. You will see a check box called "Enable Client Access" Once this is unchecked, the client portal will be disabled. Within Project > Settings > Client Access, you ...