BriteBiz

Who manages PCI compliance for my Stripe accounts?

This article tells you how to manage discounts.

How to manage discounts?

The short answer is no, you have to assign the invoice to another booking first, or edit your products.

Can I delete a booking that has an invoice or payment attached to it?

Its quick and easy to export lists of payments received for a given day, month or year.

Exporting Payments Received

Every booking in the system has a unique booking reference. Learn more in this article.

What is the "Reference" on a Booking, Receipt, Invoice, Quote & Bill?

Your clients can log in through your bespoke branded client portal page.

What is Your Client Portal Login URL?

Do you need to get a IRS Form W-9 From BriteBiz?

Form W-9

And will this affect existing bookings and invoice line items in Xero or Quickbooks?

Updating product and service names.

Protect your information, company and customers with our fraud prevention plan.

Fraud Prevention Plan

How does the system calculate this value?

Minimum Booking Value In Payment Plans

This article explains why ACH payments may require additional verification and why processing can sometimes take several days.

Why are ACH payments taking several days to process in Stripe?

Eamon

Answers to general FAQ questions relating to Products, Payments & Financial

FAQ's Financial - General 

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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