How your clients pay you
Clients pay you directly. Add your payment instructions in Settings → Billing so every quote and invoice shows how to pay, then record each payment in Homeezy.
How do clients pay me in Homeezy?
Your clients pay you directly, by e-Transfer, cheque, cash or another way you choose. Homeezy doesn't process client payments and takes no fee on them. Add your payment instructions once in Settings → Billing, under How clients pay you, and they print on your quotes and invoices and in the invoice email.
Set up how clients pay you
- 1Open Settings → Billing
Go to Settings and select the Billing tab, then find How clients pay you.
- 2Add your payment instructions
Fill in what applies to you: your Interac e-Transfer address (in Canada), who cheques are payable to, whether you accept cash, and a note, for example asking clients to include the invoice number. Select Save.
- 3Send your invoice
Send invoices as usual. The PDF, the email and the no-login invoice link all show your instructions.
- 4Record the payment
When the money arrives, open the invoice, select Close invoice, then Payment received. Enter the amount, how they paid and the date received.
If your instructions are empty when you send an invoice, Homeezy asks for them in the Send dialog. Until you add them, your client reads that you will confirm how to pay.
No. Clients pay you directly, so Homeezy never holds or touches that money. Your bank may charge its own fees, for example on transfers.
Not at the moment. Clients pay you directly using the instructions on your quotes and invoices. The only payment that goes through Stripe is your own Homeezy Pro subscription.
Yes. In Payment received, change the amount to what the client paid. The payment is recorded and the rest stays owing on the invoice.
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