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.
Stripe Connect setup
Connecting your tenant to Stripe so clients can pay by card. Onboarding flow, what Stripe needs, and common snags.
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.
Refunds, credits & write-offs
Three different ways to adjust money after it has moved. When to use each.