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Can you describe what invoices are in Clearing?
In Clearing, invoices are used to bill customers, particularly in scenarios where individuals or companies charge fees instead of directly receiving payments from online travel agencies (OTAs) like Airbnb. The process involves creating and managing invoices within the Clearing platform. Users can generate invoices, add descriptions, and track payments efficiently. Essentially, invoices in Clearing facilitate the billing process for services rendered, enabling users to send bills to customers, such as homeowners, and subsequently track payments.
This is a particularly important feature for co-hosts.
How do I add customers to invoice?
To add customers to an invoice in Clearing, follow these steps:
Initiate Invoice Creation: Start by creating a new invoice within the Clearing platform.
Specify the Customer: You will be prompted to specify the customer you intend to invoice.
Create New Customer Profiles: If the customer is not already in the system, you can create a new customer profile directly within the platform. Input details such as the customer's name, email, and address.
Use Existing Customer Profiles: You can also select from existing customer profiles, including homeowners or other recipients already set up within the system.
Import Customer Data: If you have customer data in an external source like a connected Stripe account, you can import this data to streamline the process.
This process ensures that invoices are easily associated with the relevant customer profiles, facilitating efficient billing and payment tracking.
How do I generate an invoice?
To create and manage invoices in Clearing, start by accessing the document section within the platform and navigating to the invoice generation feature. Upon initiating a new invoice, input essential details, including customer information and invoice descriptions. Specify items to be billed, such as management commissions or service fees, along with corresponding quantities and amounts. Customize invoices further by setting due dates and adding optional elements like footers.
Once all details are finalized, you can save the invoice as a template for future use, save it as a draft for future edits, or send it directly to the customer by email. Clearing ensures that the generated invoices are comprehensive, informative, and customizable to suit your specific billing needs.
What are the different payment methods for customers to pay invoices?
Clearing offers multiple payment methods to facilitate invoice payments for customers. Customers can opt for bank transfers, where they initiate payments by logging into their bank accounts or arranging ACH transfers using the provided account and routing numbers on the invoice. This method typically incurs no fees for merchants, ensuring cost-effectiveness.
Alternatively, customers can choose to pay invoices via Stripe, a payment processing platform integrated with Clearing. Stripe provides various payment options, including credit card payments and ACH transfers, offering flexibility and convenience. However, it's important to note that Stripe transactions may incur fees, typically around 2.2-2.9% for card payments.
Clearing ensures that users have diverse payment avenues to accommodate customers' preferences while considering the cost implications associated with different payment methods.
Do I need a Stripe account to use invoicing in Clearing?
While Clearing offers the option to integrate with a Stripe account for invoicing purposes, it is not mandatory for users to have a Stripe account to use Clearing's invoicing functionality. Users can create and manage invoices within Clearing independently of Stripe integration. However, integrating a Stripe account provides additional benefits, such as expanded payment options for customers.
Users have the flexibility to choose whether to leverage Stripe's features based on their specific invoicing needs and preferences. Clearing ensures that users can effectively manage invoices regardless of whether they opt for Stripe integration, emphasizing flexibility and user choice in utilizing the platform's invoicing capabilities.