Money

Checking the Status of a Payment

You can show the status of payments to your invoices by going to the “Money” tab, then choosing “Invoices” from the top. A list will populate, where you can see the status of each invoice you have created: ...

Creating a New Invoice

To bill a client, you’ll probably want to create an invoice to send to them. This is an easy and secure way to collect payment and keep a record of all payments made and overdue. Here’s how: Go to the Mo...

How to Create a New Payment

To add a payment to an invoice you’ve created, go to the Money tab and choose “Payments”. Then click the “New Payment” button: Depending on whether you’re entering a cash or check payment, or a cred...

Updating your Bank Information

In order to have your payments made through iCouch sent directly to your bank account, you’ll need to enter some banking information. Here’s an outline on how to do that: Click on the gear icon at the top...

Viewing Different Payment Periods

You might want to filter through a specific payment period to organize your money. Here’s how: Choose the Money tab on the left, then pick “Payments”: Just click the dropdown beside “Period” an...

Viewing Invoice Statuses

Sometimes it’s nice to take a look at specific types of invoices, such as those that have been paid, or those that are still waiting on payment. To do that, go to the Money tab on the left, and choose “Invoice...

Viewing and Editing Invoices from People

Another way to access your invoices is from the People section. Just click on the People tab, and choose the client you would like to edit or view an invoice for: Choose the “Invoices” tab at the to...

What do Invoices look like from my Client's Portal

Your client will get a notification in their client portal when they’ve received a new invoice from you. The notification will appear here: And if they have text notifications enabled with you, they...

What is the Money Section?

The Money section holds all of your financial transaction information between you and your clients. It’s great for creating invoices, tracking payments made, and keeping your banking info up to date so that yo...

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