Send a billable appointment request for your client to pre-authorize, then send an invoice to capture payment.
Navigate to the Appointment & Tasks screen and select CREATE A NEW APPOINTMENT
Enter an appointment title and description, make sure you have selected 'Billable Appointment'
View your calendar availability to select a time and duration for the meeting
Submit the appointment for your client to accept and pre-authorize payment
The appointment will remain Pending until the client has accepted
After the appointment has been completed navigate back to the Appointment & Tasks screen and select the Invoice button
You can edit the Invoice to add a note or reduce your fee
Click the SEND INVOICE TO CLIENT button
A copy of the invoice will be loaded into the Shared document library and emailed to you and your client.
View the transaction from the Transactions screen
The first fee you capture in Qase will take 5 to 7 days to be processed and deposited into your bank account