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Core Community-Admin

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Recent activity by Core Community-Admin
  • Editing finalized invoices

    User processed an invoice as final, but wants to add some information to it, say a PO number. You are allowed very limited editing of finalized invoices in Core. You can add or edit the invoice mem...

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  • Can I change the invoice number on finalized invoices?

    Yes. You can make a few changes to finalized invoices if you have those security permissions, including changing the invoice number. Check out this article to know more: Editing finalized invoices.

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  • Does Plaid charge for its verification services?

    Yes, Plaid charges for the verification services. While setting up the Plaid.com account, you need to review the payment plans it offers and select the appropriate one. The Development Plan is a fr...

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  • I created a Stripe account for my company; what next?

    After creating a Stripe account, you need to activate it to start collecting online payments. If you don't activate your account within the set time frame, Stripe then refunds the client payments. ...

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  • How can I set up Stripe ePayments in Core?

    You need to first create a new Stripe account or use an existing account and connect to it from Global Settings > ePayments. You also need to create or have a Plaid.com account for bank verificatio...

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  • How do the clients pay via ACH transfer?

    After enabling ACH transfer payments for your invoices, Core sends your clients to the ePayment Portal where they are able to pay their invoices electronically. The invoice details are displayed on...

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  • What role does Plaid play in ACH transfers?

    Plaid.com is a third-party service that partners with Stripe to allow you to verify your clients' bank accounts for ACH transfers. Your business can sign up for Plaid’s verification services throug...

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  • What do my clients need to pay online using Stripe?

    Your clients must have a credit card, debit card or bank account to make online payments. They do not require a Stripe account to use the ePayments option. However, you need to have a Stripe accoun...

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  • What do my clients need to pay online?

    Your clients must have a credit card, debit card or bank account to make online payments. In case of Stripe ACH ePayments, you need to have a Plaid account, but your clients do not need it. The Pay...

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  • Tracking opportunities in Core CRM

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