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Design and software studio

Pop Dispatch

Money and invoices

Invoices, payments, tax rates and accounting exports. 30 guides.

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  • Accounting exports on the Mac

    Export invoices and payments for QuickBooks Desktop or Online, a UK VAT worksheet and the taxi trip file for the licensing authority.

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    OwnerAdministratorService advisor
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    Mac

  • Add late fees to overdue invoices

    Set the rules for late fees, preview what a run would add, and let Pop Dispatch add each fee as a line on the overdue invoice.

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    Web browser

  • Connect Stripe Terminal card readers

    Add a Stripe card reader from your own Stripe account, switch on the Card readers connection and take a card payment on an invoice in person.

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    Web browser

  • Connect your own QuickBooks Online company

    Create your own Intuit developer app, save its details in Pop Dispatch, sign in to QuickBooks and send customers, invoices and payments to your own company.

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    Web browser

  • Connect your own Stripe account for card payments

    Save your own Stripe key, choose test or live mode, switch on the Card payments connection and test it so customers can pay invoices by card.

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    Web browser

  • Creating a new invoice

    Pick a customer, add lines, check the tax estimate and create an invoice, or start one from a repair order.

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    Web browser

  • Email a report on a schedule

    Send a report to up to ten people by email every week or month, as CSV or PDF, run it on demand and see why a send failed.

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    Web browser

  • GST, HST, PST and QST

    Load a Canadian tax template after reading its official source, add your registration numbers and see each tax on your invoices.

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    Web browser

  • Invoices and payments

    Read invoices, record a payment safely and understand how paid, balance and status stay in step.

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    Service advisorAccountantAdministrator
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    Any hosting
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    All devices

  • Invoices on the Mac

    See each invoice with its total and balance, make a new invoice by hand and record a payment taken outside the app.

    For
    Service advisorOwner
    Hosting
    Any hosting
    Devices
    Mac

  • Payments on the Mac

    Save your Stripe key, then make a payment link for an invoice balance and copy it to the customer.

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    OwnerService advisor
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    Any hosting
    Devices
    Mac

  • Payments, money in

    See every invoice that still has a balance and record a payment against it from one list.

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    OwnerAdministratorService advisor
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    Any hosting
    Devices
    Web browser

  • Print repair orders and invoices

    Print any repair order or invoice as a PDF in your own name, logo and colors.

    For
    Service advisorOwnerTechnician
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    Any hosting
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    All devices

  • QuickBooks exports (IIF and Online CSV)

    Understand what the QuickBooks Desktop IIF file and the QuickBooks Online CSV files contain, how names are cleaned and how to import them.

    For
    AccountantAdministrator
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    Any hosting
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    All devices

  • Refund a payment or add a credit note

    Pay money back on a payment, including a card payment through your own Stripe account, or lower what a customer owes with a credit note, each with a reason that stays on the invoice.

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    Web browser

  • Run the calls, money and yard figures and download them as CSV

    Run the calls, revenue, response time, impound, shop hours, receivables and sales tax figures for a date range, in your time zone, and download any of them as CSV or print it as a PDF.

    For
    OwnerService advisorDispatcherAdministrator
    Hosting
    Any hosting
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    All devices

  • Sales tax in several states

    Enter a combined sales tax rate for each state, province or location you work in, and Pop Dispatch taxes each job at the rate of the place where it happened.

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    OwnerAdministrator
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    Web browser

  • Sales tax on a cash basis

    Run the Sales tax, cash basis report to see tax on the money you collected in a period, less refunds, and see how it differs from the Sales tax summary.

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    OwnerAdministratorService advisor
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    Web browser

  • See who owes you and for how long

    Read what each customer and each account owes, split by how old the invoices are, and take one payment that covers several invoices.

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    OwnerService advisorAdministrator
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    All devices

  • Send a pay link by text or email

    Send the customer a link to pay an invoice by card, by email or text message, see whether it arrived and retry a send that failed.

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    OwnerAdministratorService advisor
    Hosting
    Any hosting
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    Web browser

  • Send account and customer statements

    Issue a statement for one account or customer, or run statements for everyone with a balance, then print it, download it as CSV or email it as a PDF.

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    OwnerService advisorAdministrator
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    Any hosting
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    All devices

  • Send statements on a set day each month

    Set the day of the month, who gets a statement and whether they are emailed or only prepared, and the server makes last month's statements by itself.

    For
    OwnerAdministrator
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    Any hosting
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    All devices

  • Set up Stripe so card payments land on the invoice

    Add your business's Stripe webhook address and signing secret so a card payment marks the invoice paid or partly paid on its own.

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    Owner
    Hosting
    Any hosting
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    All devices

  • Take card payments on invoices with your own Stripe account

    Save your own Stripe key once, make a payment link for an invoice, and let the customer pay from a page in your name.

    For
    OwnerService advisor
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    Any hosting
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    All devices

  • Tax rates and invoice tax

    Enter your own tax rates, choose defaults and rounding, finalize invoices with tax, and export the UK VAT worksheet.

    For
    OwnerAccountant
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    All devices

  • The Connections page

    See every outside service you can switch on with your own account, what each one still needs, and how to test that it answers.

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    Web browser

  • The invoice page

    Read one invoice, work out its tax and finalize it, and record a payment against it.

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    OwnerAdministratorService advisor
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    Any hosting
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    Web browser

  • The Money dashboard

    See money owed by days late, revenue by kind of work, driver and technician productivity and truck costs in four charts, each with a table you can switch to.

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    OwnerAdministratorService advisor
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    Any hosting
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    Web browser

  • The Tax settings screen

    Add tax rates, turn them on or off and choose the default rate for each kind of invoice line in Business settings.

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    OwnerAdministrator
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    Any hosting
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    Web browser

  • Void an invoice or write off what is owed on it

    Void an invoice made in error, or write off money you will not collect, with a reason that stays on file and shows in receivables, statements and the audit log.

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    Any hosting
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    All devices