Adding a Payment If a client pays through any one of the payment gateways linked to your CurdBee account, that payment will be automatically reflected in your records under that invoice. However, if the payment is made through other means, you have to manually enter it. To do so, head over to the ‘Invoice’ page [...]

Reminding clients to pay up and thanking them when they do is really easy in CurdBee. Follow these simple steps to send both reminders and acknowledgements. This feature comes with the Expansion Pack add-on right now, so be sure to enable the Expansion Pack add-on before you begin! Send a Reminder Create and send an [...]

To enable Dashboard Reports for your account you need to enable the Expansion Pack add-on. As its name would imply, CurdBee Dashboard Reports can be accessed from your CurdBee account’s dashboard. Select what type of graph you would like to view. Options include Invoices over time, Payments received over time, Estimates over time (requires the [...]

CurdBee Expansion Pack add-on users have the option of enabling partial payments for their clients. This feature gives your clients the option of paying up in full or making the required payment in two or more installments. If you think this is an option you’d like your clients to have, first make sure you have [...]

Multiple contacts per client is a feature which is available in the Expansion Pack add-on, and this tutorial will show you how to make use of it. Follow the steps below to get going right away. From your CurdBee home screen, click the Manage tab at the top. You will be taken to a screen [...]