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Invoices & Payments
How to Use Retainers
A retainer holds money a client pays you in advance, and OneSuite draws it...
How to Record Invoice Payments
Recording a payment tells OneSuite how much a client has paid on an invoice,...
Access & Navigation
The Invoices module is where you create, track and manage every invoice you send...
Invoice Settings & Customization
Configure is the settings area of the Invoices module, where you decide how every...
Create One-time Invoices
A one-time invoice bills a client once, either for work your team has tracked...
Creating Recurring Invoices
A recurring invoice repeats on a schedule you set, so OneSuite issues a new...
How to set taxes on your invoices
Learn how to set up and apply taxes like sales tax, VAT, or service tax on your invoices and estimates in OneSuite. This guide covers how to create reusable tax rates, apply multiple taxes per invoice, and manage region-specific billing needs with ease.
How to Add Direct Bank Transfer Instructions to Your Invoices
Want to give clients the option to pay by manual bank transfer instead of using Stripe or PayPal? With OneSuite, you can add your bank name, account number, SWIFT/IBAN, and instructions directly to the invoice. This guide shows you how to set it up step-by-step—so your clients can pay you however they prefer.
How to Customize Invoice Email Messages
Invoice emails in OneSuite are set up in Invoices, Configure, Emails, where you choose...