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Course 14

Billing & Payments

Master every money-moving surface in Vremly: create and manage invoices, connect Stripe for payouts, configure cancellation fees, and ensure every booking has a card on file before it lands on the calendar.

8 lessons
34 min total
01

The Invoices Dashboard

A tour of the /invoices page — the stat cards, status filter chips, and how to read the table at a glance.

4 min
02

Creating an Invoice

How to use the Create Invoice dialog to build a draft from a job's package, add custom line items, apply tax, and set a due date.

5 min
03

Invoice Detail — Statuses, Actions, and Refunds

Everything you can do on a single invoice: read status, edit line items, send, void, view the PDF, and issue Stripe refunds.

6 min
04

Connecting Your Stripe Account

How to link a Stripe Connected Account so customers can pay invoices online and funds land in your bank.

5 min
05

Setting Your Cancellation Policy

Configure standard and late cancellation fees and the time window that determines which fee applies.

4 min
06

Requiring a Card at Booking

How the 'Require a card at booking' toggle works, what customers see during checkout, and how to customize the card-collection copy.

4 min
07

Personal Payment Methods (Agent View)

How agents and portal users manage their own saved payment cards at Settings → Billing.

3 min
08

Public Payment Page & Invoice Pay Links

How customers pay invoices via the shareable pay link, and what they see on the unauthenticated payment page.

3 min
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