Invoices & Estimates

28 guides covering invoices & estimates on the Sparkforge platform.

• ACH Debit payment method on invoices ACH Direct Debit lets customers pay invoices straight from a bank account. Connect Stripe, enable ACH on the invoice, and the option appears for one-time invoic
• Add Photos to Estimates in Sparkforge (Visual Line Items) Sparkforge estimates support up to four images per line item. Clients see thumbnails inline and tap to open a full-screen gallery. Photos carry through if you c
• Apple Pay and Google Pay in invoices and Text2Pay links Apple Pay and Google Pay work on Sparkforge invoices and Text2Pay links when you connect Stripe via Stripe Connect and enable the wallets in your Stripe account
• Attachments in Estimates and Invoices Sparkforge lets you attach up to 10 files (20MB total) directly to estimates, invoices, recurring invoices, and estimate templates. Attachments go out with the
• Auto Payments for Recurring Invoices Open a recurring invoice, click the three-dot menu, choose Manage Auto Payment, toggle Enable autopayment on, and pick Customer Card, Saved Card, or New Card. S
• Bank-Only Transfers for Invoice Payments (SEPA & ACH) Sparkforge invoices can be configured to accept bank transfers only (SEPA or ACH), excluding card payments. Enable it inside the invoice's Payment Options after
• Common uses cases for Payments and Invoices Use Sparkforge invoices to charge a card during a phone call, record manual payments without Stripe Connect, add ad-hoc products, apply card processing fees, an
• Create Estimates using Templates on Mobile(v3.98.1) On Sparkforge mobile v3.98.1+, the Estimates module shows a Templates tab that pulls in templates built on the web. Pick one and send a consistent, branded esti
• Customize Invoice Layouts in Sparkforge (Branding & Labels) Customize Sparkforge invoices at the sub-account level: adjust pay button colors and text, rename sections like Billed To, show or hide standard fields, and edi
• Editing of Payment Schedules and Partially Paid Invoices Sparkforge lets you edit invoice details, line items, totals, business info, and payment schedules on partially paid invoices without voiding and reissuing. Rec
• How to Add Setup Fees to Your Recurring Invoices Add a setup fee in the product's pricing, then put that product on a recurring invoice. The first invoice shows two line items (recurring price + setup fee). Fu
• How to Create and Send Estimates Using in Sparkforge Create estimates from the Payments tab, send by email or SMS, and convert approved estimates straight into invoices. Sparkforge tracks every estimate through Dr
• How to Display Business and Client Tax IDs on Invoices? To show Tax IDs on every Sparkforge invoice, store the client’s ID in a Custom Field on the contact and your business Tax ID in a Custom Value, then map both in
• How to Edit Recurring Invoices Sparkforge lets you modify the frequency, dates, and line items on active or scheduled recurring invoices without rebuilding them. Auto-payment changes trigger
• How to Set Up Flexible Payment Plans in Invoices Sparkforge invoices support installment plans. Split any invoice into scheduled payments by percentage or amount, give each split its own due date, and customer
• How to Use Partial Payment for Invoices Turn on Partial Payments in Payments → Invoices → Settings, set a minimum percentage of the invoice total, and customers can pay any amount at or above that flo
• How to create invoices in Sparkforge Create invoices in Sparkforge from the Payments tab. Add products, taxes, and discounts, then send through email or text. Stripe Connect enables live online pay
• How to send your first Invoice using Sparkforge? Sparkforge supports one-time and recurring invoices. Set global invoice defaults first (business info, email sender, terms, payment settings, reminders), then c
• How to view all "Chart of Accounts" in Xero Integration? Xero hides accounts from third-party connections until you tick “Enable payments to this account” on each one. Toggle it inside Xero’s Chart of Accounts and the
• Import Invoices Using CSV Use Sparkforge's CSV invoice import to migrate billing data from another system in one shot. Upload, map fields and tax rates, run the import, and review the su
• Invoices - New revamped UI The new Sparkforge invoice editor puts editing on the left and a live preview on the right. Type a product name, hit enter, and the line item is added.
• Link Opportunities with Invoices & Estimates in Sparkforge From an opportunity, the Payments tab, or a workflow action, link invoices and estimates to opportunities so each deal carries its own billing history.
• Mobile: AutoPayment in Recurring Invoices Auto-Payment for recurring invoices on the Sparkforge mobile app charges a saved card or a customer card captured at checkout on every billing date. Card paymen
• PDF Generation for Invoices and Receipts The PDF pipeline that generates Sparkforge invoice and receipt PDFs is now roughly 80% faster, with P95 latency down 75% and production timeouts eliminated. No
• Payment Plans in Invoices Sparkforge invoices can be split into installments by percent or fixed amount, with due dates on each split. Enable auto-pay to charge subsequent installments a
• Recurring Invoices in Sparkforge: Setup, Frequency & Status Open Payments > Invoices & Estimates, click New > New Recurring Invoice, set frequency and dates, then let the schedule run. Manage status, view history, end, o
• Setting up QuickBooks Integration The Sparkforge–QuickBooks integration syncs contacts, invoices, and payments in both directions. Connect it under Settings > Integrations, choose whether to imp
• Xero Integration with Sparkforge The Xero integration imports contacts from Xero into Sparkforge and pushes invoices one-way from Sparkforge to Xero with line items, taxes, currencies, and stat