-
Onboarding
-
Application Forms
-
Data importing
-
Templates
-
Integrations
-
Community
-
Profiles
-
Jobs
-
Payments
-
Planning document
-
Advance Search
-
Agency Demo Videos
-
App
-
Settings
-
Agency Directory
-
Jobs & Calendar
-
Evaluations
-
Ways to Grow and Make More Money
-
Admin Dashboard Customization
-
Error
-
Add Ons
-
Webinars and Training
-
For Candidates & Clients
-
Other
-
Data Exports
-
Events
-
Bulk
-
Communication
-
reporting
-
Logs
-
Placements
-
Domain
-
Backup Care
-
Enginehire Team Internal Videos
How to schedule or automate an invoice through Stripe within your dashboard
This will be helpful if you have long term placement jobs or wants to make a invoice charge for future.
Please make sure your Stripe API keys are put in. Must be done before sending an invoice. https://learn.enginehire.io/en/knowledge/how-to-get-stripe-api-keys
1. In your dashboard, select the Clients Tab.
2. Select the Client that should receive and invoice.
3. From the Admin screen.
In the second row, select Payment/Credit.
4. In Payments tab -> Enter the amount you want to schedule a invoice and click on a button with arrow and little timer. Please refer the attached image.
5. It will open a popup to select a time to schedule a invoice - Select appropriate option. You can also select specific date from future and time.
6. Click on the Submit button and it will schedule a invoice.
You can also send invoice / charge client directly, refer this article given below,
Important Note: If the Client has not entered stripe information, invoices can be sent but can not be automatically collected.