Payments & invoicing
Take payments, send invoices and quotes, handle refunds and VAT, and track expenses, income and self assessment in your cash book.
14 articles
Getting paid
- Setting up paymentsConnect Stripe so you can take card payments, deposits and online bookings through Youzse.2 min
- Taking depositsAsk for a deposit at the point of booking to protect your time and cut down on no-shows.3 min
- Taking payment in personTake contactless card payments on the phone in your hand with Tap to Pay on iPhone.3 min
Invoices and finance
- Sending invoicesRaise an invoice when a job is done, send it for payment and track what is owed.3 min
- Creating quotesSend a customer a priced quote, then turn it into a booking or invoice once accepted.3 min
- Issuing refundsRefund a card payment in full or in part, with the customer kept informed automatically.2 min
- VAT settingsTell Youzse whether you are VAT registered so quotes and invoices show the right tax.2 min
- Payouts and getting your moneySee your balance, choose how often you are paid out and track money landing in your bank.2 min
- Understanding Youzse feesA plain look at card-processing rates and the 0% commission on new clients you win.2 min
- Prepaid messaging creditTop up a prepaid balance to pay for SMS and WhatsApp messages. Email and app notifications are always free.3 min
Cash books
- Recording an expenseLog money the business has paid out, with the receipt, so it feeds your cash-basis tax year.2 min
- Planning running costsKeep the overheads you expect, such as insurance or van finance, without posting them as expenses.2 min
- Recording other incomeRecord cash that never went through an invoice, such as bank interest, so the tax year includes it.2 min
- Reading your self assessmentSee a cash-basis estimate for the tax year and a pot to set aside, without filing anything to HMRC.3 min
Still need a hand?
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