CashFlow
Manage payments and track project cash flow.
Getting Started with CashFlow
Payments
- Stripe - Configuration
- Activating Stripe Integration
- Lifecycle of a Payment Request
- Customer Payment Overview Portal
- Using the Unified Payment Request Flow to Generate Sharable Links
- CashFlow Payouts Dashboard
CashFlow Configurations
- Stripe for OpenSolar CashFlow: Benefits, Pricing & FAQs
- Configuring and Using Direct Payments
- CashFlow Configuration Locks
- Managing Your Payment Communications and Notifications
- Smart Surcharging with CashFlow
- Financed Project Deposit Configuration
Invoices & Accounting Integrations
- Exporting Invoice Data to CSV
- Guide to Invoice Configuration & Branding
- Invoice Actions: Mark Paid Offline
- Invoice Actions: Cancel Invoice
- Invoice Actions: Edit Invoice Details
- Post-Sale Payment Adjustments with CashFlow