Invoicing & Payments

Invoices, payments, Stripe, and security deposits.

11 articles

beginner5 min read

Creating Invoices

Build an invoice from a reservation or start blank, then add line items, tax, discount, and notes before sending to the renter.

intermediate5 min read

Understanding Invoice Line Items

A tour of the standard line-item types — rental, delivery, cleaning, deposit, tolls, late fees, damage, and custom — and how each is displayed.

beginner4 min read

Sending Invoices

Preview, then send an invoice via email with a PDF attachment, a public payment link, and view/open/paid event tracking.

beginner4 min read

Recording Payments

Record cash, check, card, ACH, or other payments against an invoice with method, amount, date, and memo — partial payments supported.

intermediate4 min read

Payment Reminders

Automate the nudges — send reminders N days after due, follow up every M days, cap at max reminders, with BCC and per-invoice pause.

intermediate4 min read

Managing Overdue Invoices

Work the Overdue tab — age-banded color coding, late-fee preview, one-click reminders, and a write-off option for uncollectable balances.

beginner4 min read

Invoice Settings

Configure the defaults that shape every invoice — payment terms, tax rate and label, number prefix, notes, logo/address, and accent color — from Settings → Invoicing.

beginner4 min read

The Public Invoice Page

What renters see when they click your invoice link — logo, line items, total, Pay Online button, PDF download, and saved-card receipts.

beginner5 min read

Connecting Stripe for Online Payments

Accept card payments on invoices, quotes, and deposits by connecting your Stripe account in a few clicks.

intermediate5 min read

Security Deposits: Holds, Charges, and Refunds

Set per-trailer deposit amounts and choose how you collect them — display only, charge-and-refund, or pre-authorization.

beginner3 min read

How Taxes Work in TrailerBase

Set one flat tax rate and label in Settings, and TrailerBase applies it to invoices, auto-generated rental and overage invoices, and quotes — plus what TrailerBase does and does not handle for you.

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