The how, what, where, when, why, and who of money matters
Billing - How
How does billing work?
How are Monthly Bills generated?
How are Monthly Plans billed?
How are Hourly Plans billed?
How are manual payments processed?
Assigning or changing a client's billing plan or recurring charges mid-month
How do I create a plan with rolling hours?
What if I receive a one-time cash or check payment from a client?
How can I make changes to a client's bill?
Billing - When
When a Client goes on a monthly billing plan, will they be billed for the previous month or for the month that is upcoming?
Can clients pay at the end of the month, instead of pre-paying?
If a Client is put on a different plan, when does that take effect?
If a Client is on a Plan and requests a "recurring booking" when are the hours deducted from their account?
When should I change a Client's plan?
Fees, Credits, Deposits, and Refunds
Removing a Credit Balance
How to charge a fee on the spot
How do Platform Fees work?
How can I see the platform fees?
Will all one-time Fees be processed immediately?
How do I credit back time or money to a client?
How do I refund a client?
How Does PAD Processing Work?
What is the difference if clients pay using a credit card, Automated Clearing House (ACH) or manual (physical check or cash)?
I'd like to accept only a certain type of payment from my Clients (for example, ACH). Can I limit what my Clients can use?
What action does TFC take if a food business wants to remove their payment method?
What if my Client doesn’t want to share their credit card information?
How does ACH processing work, and how long does it take?
How does manual ACH verification work?
How can I take a partial payment from my client?
Receiving Payments and Reconciliation
How does Stripe work?
How do I record payments for clients on 'manual'?
When is money transferred from Stripe into my bank account?
How do I postpone collecting payment from one monthly bill?
Why should I connect with my QuickBooks Online account?
Interpreting Refund Receipts
Readying your Quickbooks Online account to integrate with TFC
Connecting to your Quickbooks Online account
Interpreting Sales Receipts
What happens if a payment fails?
What happens if a Client doesn’t have the funds in their account at time of billing?
What can I do if a client's payment is past due?