Sales
Send invoices, take payments, track customers, and access your revenue faster
By Roselyn and 1 other2 authors22 articles
- Payouts and Sales Balance ActivityLearn how Dappr moves money: balance states, free regular payouts, instant payouts, fees, negative‑balance top‑ups, and ledger details.
- Managing Your Item CatalogA guide to managing your item catalog in Dappr. Learn how to create products and services to speed up invoicing and POS sales.
- Customizing Your BrandingLearn how to customize your Dappr invoices and payment pages with your logo, icon, and brand colors for a professional look.
Billing
Send invoices, issue quotes, and take payments through Dappr.
- Accepting PaymentsDetailed guide to Dappr Sales payment processing: fees, methods, settlement, VBAN wires, disputes, refunds, and risk controls.
- Creating and Managing InvoicesA guide to creating professional invoices in Dappr. Learn how to add items, calculate tax, offer payment options, and get paid faster.
- Issuing Credit NotesA guide to issuing credit notes in Dappr. Learn how to correct invoices, handle returns, and manage refunds or customer balances.
- Setting Up Recurring InvoicesAutomate your billing with recurring invoices in Dappr. Learn to set up, schedule, and manage subscriptions for predictable revenue.
- Creating and Managing QuotesA guide to creating professional quotes in Dappr. Streamline your sales by automatically converting accepted quotes into invoices.
Taxes
Learn about tax calculation, registrations, and remittance.
- Sales Tax Registration, Filing & Remittance by DapprLearn how Dappr handles sales tax registration, filing, and remittance to keep your business compliant.
- Automatic Sales Tax CalculationLearn how Dappr automatically calculates sales tax on invoices and why it's crucial to know if your specific products are taxable.
- Managing Sales Tax RegistrationsA guide to managing sales tax registrations in Dappr. Learn to monitor nexus, register in new states, and handle existing permits.
- Understanding Sales Tax Nexus MonitoringA guide to Dappr's nexus monitoring. Learn what sales tax nexus is and how Dappr automatically tracks your obligations in new states.
- Recording Manual Tax RemittancesA guide to recording manual tax payments in Dappr. Keep your books accurate by logging remittances you handle yourself.
- Tax Reserve AccountsA guide to Dappr's Tax Reserve Accounts. See how Dappr automatically holds collected sales tax for you to ensure it's ready for payment.
Customers
Learn how to manage your customers and their information.
- Understanding the Customer Credit BalanceA guide to the customer credit balance in Dappr. Learn how it works, how it's used on invoices, and how to manage it manually.
- Adding and Managing CustomersA guide to managing your customer list in Dappr. Learn to add clients, view their history, manage payment methods, and archive profiles.
Payment Processing
Accept payments, issue refunds, and learn best practices.
- Processing Manual PaymentsLearn to process manual payments in Dappr for card authorizations or customer pre-payments outside the standard invoice workflow.
- Customer Payments via Bank TransferA guide to receiving bank transfers in Dappr using VBANs. Learn how payments are auto-applied, how fees work, and how to handle refunds.
- Refunding a Direct PaymentLearn how to refund a direct payment in Dappr for situations that don't require an invoice credit, like a customer payment error.
- Introducing the Dappr Sales Benefits ProgramLearn about the upcoming Dappr Sales Benefits Program, designed to reward high-volume, low-dispute businesses with perks like lower fees.