Payments — Staff Access
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Home Base
Every AdBoost billing tool and client form, in one place.
TP
Take a Payment
Charge a card live — one-time or recurring
SI
Send an Invoice
Email a QuickBooks invoice, no card needed
EC
Bill Existing Client
Charge a card on file, or add a new one
Records & submissions
Cancellation submissions aren't in a team view yet — only onboarding is wired up right now. Say the word and I'll add it.
Take a Payment
Add one or more services, then charge the client's card in one step. This charges immediately and records the invoice in QuickBooks.
Home Base — Client Forms & Submissions