Help Centre
How can we help?
Answers about invoices, payments, clients, projects and your Servicejoy account. Can’t find it? Email hello@servicejoy.com.
Billing 14 articles
- Are payments made over secure SSL?
- Can I add team members to my Free Plan?
- Can I get invoices for my payments?
- Can I get Servicejoy for free?
- Can I upgrade and downgrade my plan at any time?
- Do I need to make a long-term commitment?
- Downgrading, upgrading, and canceling an account
- How do I update my billing / credit card information in my Servicejoy account?
- How does the free trial account work?
- How much does Servicejoy cost? Is there a free plan, or are there any special rates?
- How much storage space comes with a Servicejoy account?
- I thought Servicejoy had a Free Forever account – why am I on a trial?
- What happens when my trial ends?
- What type of payment methods do you accept?
Clients 14 articles
- [VIDEO] How to create a client on a mobile device
- Can I still access deleted clients?
- Creating a new client
- Creating a user / employee / team member
- Do I have to issue a username and password for every client in order for them to view and pay their invoice?
- Do my clients see how much they owe me?
- How do Credits work?
- How do I access emails that were sent to clients?
- How do I delete/archive something?
- How do I import clients into my Servicejoy account?
- What happens when you delete a user or client?
- What is the difference between active/archived/deleted?
- Why are my invoices/recurring profiles/estimates/expenses show old client information?
- Why is my client seeing “Sorry this page could not be found”?
Customizations 23 articles
- [VIDEO] How to manage your Servicejoy account on a mobile device
- Can I share my account with other members of my firm?
- Changing tax rates
- Creating a user / employee / team member
- Custom Payment Success Page
- Custom terminology for Todos / Projects / Requests / Tasks / Reports / Jobs, etc.
- Email templates and late payment reminders
- How can I reset someone’s password?
- How do I change my subdomain?
- How do I connect my Stripe payment gateway to Servicejoy
- How do I update my billing / credit card information in my Servicejoy account?
- How do I use Servicejoy in conjunction with QuickBooks?
- How many people can I collaborate with?
- How much does Servicejoy cost? Is there a free plan, or are there any special rates?
- How much storage space comes with a Servicejoy account?
- Managing role features and user permissions
- Permission groups
- Set up default taxes in Servicejoy
- Setting up online payment gateways in Servicejoy
- Upload your own logo to Invoices
- What is the cancellation policy?
- What type of payment methods do you accept?
- Why do the taxes on my expenses look wrong?
Estimates 5 articles
Expenses 3 articles
FIle and document storage 2 articles
Getting Started 18 articles
- Can I add team members to my Free Plan?
- Can I upgrade and downgrade my plan at any time?
- Changing tax rates
- Creating a user / employee / team member
- Email templates and late payment reminders
- How do I create an expense?
- How do I import clients into my Servicejoy account?
- How do I re-invite a user?
- How do I update my billing / credit card information in my Servicejoy account?
- How does the free trial account work?
- Managing role features and user permissions
- May I access my Servicejoy account from an iPhone, iPad & Android mobile devices?
- Set up default taxes in Servicejoy
- What are the technical requirements for using Servicejoy?
- What happens when my trial ends?
- What is the cancellation policy?
- What type of payment methods do you accept?
- Why do the taxes on my expenses look wrong?
Inventory 2 articles
Invoices 24 articles
- [VIDEO] How to convert an estimate into an invoice on a mobile device
- [VIDEO] How to create an invoice on a mobile device
- [VIDEO] How to manage your Servicejoy account on a mobile device
- [VIDEO] How to record a payment to an invoice on a mobile device
- Are payments made over secure SSL?
- Can I send a short note to go along with the invoice that shows up in email form when the client receives it?
- Canceling / Deleting an Invoice
- Changing tax rates
- Creating / sending an Invoice
- Creating a new re-usable item or track item inventory
- Entering a Payment for an Invoice
- How do Credits work?
- How do I apply Credit to an existing Invoice?
- How do I connect my Authorize.Net payment gateway to Servicejoy
- How do I connect my PayPal payment gateway to Servicejoy
- How do I connect my Stripe payment gateway to Servicejoy
- How do I copy an Invoice?
- How do I insert images into my invoices, estimate an re-usable items?
- How do I mark an Invoice as paid?
- How do I void an Invoice?
- How to create recurring invoices? (Great for subscription based billing!)
- Setting up online payment gateways in Servicejoy
- Why does paid Invoice show as ‘Pending’?
- Will deleted recurring profiles continue generating invoices?
Items 1 articles
Payments 12 articles
- [VIDEO] How to record a payment to an invoice on a mobile device
- Accept partial online payments using Servicejoy
- Are payments made over secure SSL?
- Entering a Payment for an Invoice
- How do I connect my Authorize.Net payment gateway to Servicejoy
- How do I connect my PayPal payment gateway to Servicejoy
- How do I connect my Stripe payment gateway to Servicejoy
- How do I mark an Invoice as paid?
- How do I use Servicejoy in conjunction with QuickBooks?
- How do I void an Invoice?
- Setting up online payment gateways in Servicejoy
- What type of payment methods do you accept?
Reports 1 articles
Security 3 articles
Taxes 2 articles
Todos and Tasks 16 articles
- [VIDEO] How to create a todo, event or a project on a mobile device
- Add attachments to a job report
- Add attachments to a project
- Change project status
- Creating a project / request job report and track time
- Custom terminology for Todos / Projects / Requests / Tasks / Reports / Jobs, etc.
- Delete or archive a project
- How do I assign projects to users?
- How many people can I collaborate with?
- How to create Projects
- Posting a comment to a project
- Set a project / request deadline
- Subscribing to Job reports
- Subscribing to Project comments
- View all files and documents across all projects
- What is Job report?
Users 9 articles
- Can I share my account with other members of my firm?
- Changing a username and password
- How can I reset someone’s password?
- How do I assign projects to users?
- How do I re-invite a user?
- How do I suspend a user?
- How many people can I collaborate with?
- Managing role features and user permissions
- Permission groups
Video Guides 12 articles
- [VIDEO] How to accept an estimate on a mobile device
- [VIDEO] How to accept multiple estimates on a mobile device
- [VIDEO] How to convert an estimate into an invoice on a mobile device
- [VIDEO] How to create a client on a mobile device
- [VIDEO] How to create a todo, event or a project on a mobile device
- [VIDEO] How to create an estimate on a mobile device
- [VIDEO] How to create an expense on a mobile device
- [VIDEO] How to create an invoice on a mobile device
- [VIDEO] How to manage your Servicejoy account on a mobile device
- [VIDEO] How to record a payment to an invoice on a mobile device
- Creating / sending an Invoice
- May I access my Servicejoy account from an iPhone, iPad & Android mobile devices?