Money in and money out.
Rows
The last four open their page in Integrations.
- Invoices and terms (owner or admin): tax rate, payment terms and instructions, deposit on approval, late fee, payment reminders and the customer waiver.
- Expenses (anyone who manages settings): approval, company cards, statement imports and the QuickBooks expense accounts.
- Card payments (owner or admin): connects Stripe so you can take cards and bank payments.
- Accounting (owner or admin): QuickBooks for invoices, payments and expenses.
- Financing (owner or admin, early access): offer customers monthly payments.
- Payroll (owner or admin, early access): Gusto or Check to pay your crew.
Pro tip: Connect card payments before you send your first invoice. Adding a pay link to invoices already sent means a second email to every customer.