Invoices

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Overview

The Invoices section in Flashquotes provides comprehensive tools for managing your billing and payments. Integrated with Stripe, it offers features for creating invoices, processing payments, handling refunds, and generating financial reports.

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Dashboard Overview

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Invoice Management

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Creating and Editing Invoices

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Invoice Reminders

Flashquotes offers tools to remind customers about their outstanding invoices:

• Automatic email reminders on a predefined schedule
• Manual one-off reminder emails
• Customer payment links accessible from confirmation pages

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Payment Processing

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Payment Options

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Financial Reporting

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Available Reports

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Stripe Integration

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Invoice Sharing

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Distribution Options

1. Email directly through Flashquotes
2. Share invoice links
3. Generate PDF versions
4. Send payment reminders

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Best Practices

1. Regularly review overdue invoices
2. Set consistent payment terms
3. Keep tax settings updated
4. Monitor payment processing methods
5. Maintain accurate customer information

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Next Steps

After mastering invoices:

• Configure forms
• Set up payment reminders
• Establish follow-up procedures
• Review financial reporting needs