ServeManager integrates with Stripe, so you can accept online payments from your customers on invoices and statements.
Learn how to apply payments to more than one invoice by selecting multiple invoices for a specific client.
First, your ServeManager account must be connected to Stripe to accept credit card payments. Once your account is connected to Stripe, the easiest, fastest and safest way to take credit card payments is to have your customers pay online directly from your ServeManager invoice or statement. To take a payment over the phone, open the […]
When your clients pay by credit card, they can check the Remember Me checkbox, so they don’t have to enter their credit card details for subsequent transactions. Future transactions will prompt them to enter their mobile phone number for verification. Your clients can edit the card on file at anytime. Stripe will store the most […]
Open the invoice, then select Edit. At the top right, select and clear the date field, then Save. Updating multiple invoices Go to the Companies menu, select a company, then select their Invoices tab. Use the checkboxes to select one or more invoices from the list, click the Options dropdown, and select Issue. Click Clear to […]
If you have questions about a Stripe transaction or deposit, the fastest way to get help is to contact Stripe directly. If you want to add a payment button to your ServeManager invoices, and collect online payments from your clients, click here for instructions.
Learn two different methods for downloading and sending unpaid invoices to clients.
The ServeManager Digital Wallet provides the ability for process servers to be paid efficiently for their work. Servers can accumulate funds in their wallet and disburse them to their bank at any time. Follow the instructions below to create your wallet and pair your bank account. Step 1: Log into Your ServeManager Account Login to […]
Learn how to export spreadsheets of job info and other data.
Use Zapier to add new ServeManager invoices to Quickbooks Online.
Use Zapier to add new ServeManager invoices to FreshBooks.
Use Zapier to add new ServeManager invoices to Xero.
