Use the Payments section when your team needs to collect money, prepare pricing, manage repeat charges, organize billable products, or track vendor work.

The Payments area brings customer money and vendor money into one place. This helps your team answer simple questions quickly:

• Who still owes us money?
• Which quotes are waiting for a customer?
• Which customers have monthly storage charges?
• What services can we bill for?
• Which vendor invoices need review?

Before you use Payments

• Your team should have payment processing set up in Settings > Billing.
• Create customer records before sending invoices, quotes, or recurring charges.
• Create products or services first if you want reusable pricing instead of typing custom line items each time.
• Ask your facility owner or manager which teammates are allowed to create charges or issue credits.

Choose the right Payments page

1. Use Invoices when a customer needs to pay now

   Open Invoices to create a bill for storage, service, amenities, or one-time work. Use this when you know the amount and are ready to send, save, resend, or collect payment on an invoice.

2. Use Quotes when a customer needs to approve pricing first

   Open Quotes when the customer should review pricing before your team starts work or sends an invoice.

3. Use Recurring for repeat charges

   Open Recurring for monthly storage, memberships, service plans, or any charge that should repeat on a schedule.

4. Use Products and Services for reusable pricing

   Open Products & Services to create the items your team adds to invoices, quotes, checkout, and recurring plans.

5. Use Vendors for outside service providers

   Open Vendors to track detailers, transport companies, mechanics, contractors, and vendor payment setup.

6. Use Vendor invoices when your facility needs to pay an outside provider

   Open Invoices, then click Vendor if needed. Use this when a detailer, transporter, mechanic, contractor, or other provider sends your facility a bill.

Recommended learning path

If your team is setting up Payments for the first time, follow this order:

1. Manage products and services so your pricing is ready.
2. Create an invoice so your team can bill a customer.
3. Send and collect customer payments so your team knows how to follow up after the invoice exists.
4. Create a quote so your team can send pricing for approval.
5. Manage recurring billing so storage and memberships bill on time.
6. Manage vendors so outside providers can be tracked clearly.
7. Review and pay vendor invoices so vendor bills are handled consistently.

Common terms in plain English

Helpful habits

• Use clear names customers will understand, such as "Monthly Climate Controlled Storage" instead of "Storage fee."
• Review totals before sending anything to a customer.
• Keep customer records up to date so invoices and quotes go to the right email address.
• Use recurring billing for repeat work so your team does not need to remember every charge manually.
• Review vendor invoice files before approving or recording payment.

What to do next

If you only need to bill one customer today, start with Create an invoice.

If the invoice already exists and you need to collect payment, use Send and collect customer payments.

If you are setting up Payments for your whole team, start with Manage products and services.