How To: Process Credit Card Payments?
Created: August, 12th, 2022 Overview While credit card payments are seen as negative transactions in the checking account bank feed, they are not expenses. These payments are not considered an expense but a transfer. The individual transactions that ...
How to Enable Gratuity/Tipping on Invoices
Here’s a hot tip: you can now enable gratuity (aka tipping) on your invoices. A recent analysis of our user base showed that the majority provide services, rather than selling products. Because of this, our team wanted to make it easy for users to ...
What is happening to Sunrise by Lendio? FAQ
What happened to the name Sunrise? Sunrise by Lendio is now Lendio. Welcome to Lendio’s software solution, formerly known as Sunrise by Lendio. Whether you have been with us for two years or two days we want to give you the best experience possible! ...
How to Create a Quote/Estimate to Win your Customer's Business
How to Create a Quote Step 1: Navigate to Quotes You will find Quotes under the Income section in the left hand navigation. Here is a sample of what it looks like. Step 2: Click "Create" in the top right corner to begin building your Quote You can ...
Estimates and Order Confirmation Now Bundled into Quotes
Beginning June, 2022: Estimates and Order Confirmations are now bundled with Quotes. With a focus on making our tools more accessible and easier to use, Sunrise has combined combining some of your tools to make them more efficient. Quotes, Estimates, ...