Category: Invoicing

Accept online payments

ServeManager integrates with Stripe, so you can accept online payments from your customers on invoices and statements.

Apply a payment to multiple invoices

Learn how to apply payments to more than one invoice by selecting multiple invoices for a specific client.

Take a credit card over the phone

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 […]

Save credit card info

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 […]

Change an “Issued” invoice to a “Draft”

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 […]

Stripe issues and support

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.

How to use Server Pay

Use Server Pay to keep track of the money you owe to your servers!

Invoice Products

How to add invoice products for billing.

Request changes to the invoice or statement

We can make some changes to invoices and statements. Please contact customer support to request updates.

Add a logo to the invoice

We can add a logo to your invoice on request. Please contact customer support, and they will assist you in this matter.

Using invoice packets and statements

Learn two different methods for downloading and sending unpaid invoices to clients.