Invoicing & Accounts Receivables
Create invoices, track payments, and manage customer receivables in Beam.
Creating & Managing Invoices
- Can I edit or void an invoice after it’s been sent?
- How do I send a progress invoice to a client in Beam?
- Can I send an invoice without an estimate?
- Can I change the orientation of my Beam invoices?
- How do I know if an invoice page has been viewed?
- How do I invoice for a change order in Beam?
- How do I set a default net payment terms for invoices?
Contracts & Record-Keeping
Payments & Fees
- What payment methods can my client use?
- Where can I find all of the payment fees for invoices?
- How much does it cost me to invoice on Beam?
- How can I enable and pass the credit card processing fee on to the customer?
- How do I handle refunds or credits on Beam?
- How do I see all the fees that I have paid in Beam?
- The invoice shows "Paid" but I don't see it in my bank account. What should I do?