Janet
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Recent activity by Janet-
Do I need to link a bank with Invoice2go Money?
Depending on which Invoice2go Money products you have been approved for, linking a bank account is either optional or required. Invoice2go Money Banking If you have Invoice2go Money Banking, you do...
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2024 US Bank Holidays
Below is a list of the 2024 US Bank holidays. Please note that payments made via Invoice2go Money Banking or Card Payments will not be processed on weekends (Saturdays and Sundays) or bank holidays...
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What is a digital wallet?
A digital wallet stores information about your physical debit card so you can make purchases at participating merchants. Certain digital wallets use virtual cards. Learn more about Apple Pay Learn ...
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Transfer limits and processing times for Invoice2go Money Card Payments
Invoice2go Money Card Payments usually take 2 to 3 business days (from the time you’re paid) to be available in your bank account. Processing and cut-off times Payments received from your client wi...
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Editing Or Removing An Existing Deposit Request
There's no need to worry if an error was made when first creating and sending your original deposit request. We've made it easy to edit or remove your deposit request so you can easily manage your ...
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Adding project details
Project details help you keep track of important project information such as a project name, description, location, and dates. You can add project details using the following steps. iOS and Androi...
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Adding a signature line to your documents
You can add a signature line to your documents to be signed by both you and your client using our customize invoice feature. Additionally, using our iOS app, you can have your client digitally sign...
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Marking an estimate deposit request as paid
If you’ve sent an estimate to your client with a deposit request attached, you can mark it as paid using the steps outlined in this article. If you want to learn how to add different payment met...
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Personalize Default Email Message
Each time you invoice your clients, a generic default email message is provided in the email body. You can personalize your default email message at the account level. Additionally, you can add spe...
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Mark an Invoice as Partially Paid
If your customer partially pays your invoice online, we will automatically record the payment. Additionally, you can manually record transactions if your customers pay another way (e.g., they pay w...