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Accounting
14 articles
What do I need to do if a client asks for a W9 form?
What do I need to do if a client asks us to fill out their vendor form?
What do I need to do if a client asks for an account modification?
What do I need to do if a client asks to change their payment terms, method, or information?
How can I resend an invoice to a client?
How can I share the payment link with a client?
How can I add a client's email to the invoice notifications?
What happens if a client does not pay on time?
When is a payment considered confirmed?
Which payment terms and methods does Designity offer?
What needs to be communicated when a payment is overdue?
How can I set up a new customer in Quickbooks?
How can I create a new recurring transaction in Quickbooks?
Where are checks being sent to and what is iPostal?