Docs / Invoicing & payments

Invoicing & payments

How invoices are generated, Stripe Connect setup, auto-pay, the 4-step dunning cadence, and refunds.

How invoices are generated

When Servicio creates an invoice, what it contains, and how it ties to the visit that generated it.

5 min

Stripe Connect setup

Connecting your tenant to Stripe so clients can pay by card. Onboarding flow, what Stripe needs, and common snags.

7 min

Automated dunning (the 4-step cadence)

How collections run without human intervention. 3/7/14/30-day cadence, per-tenant overrides, and when to pause it.

7 min

Refunds, credits & write-offs

Three different ways to adjust money after it has moved. When to use each.

6 min