Sqgee

Squeeg

Google Docs is a cloud-based document editing and collaboration platform. Learn how to change your doc margins, delete pages from docs, strikethrough text, and much more.

Google Docs

Gocardless

Monzo

Stripe

Learn how to sync your transactions via the Chart of Accounts section and reconcile customer payments, transfers and expenses. You will also see how to detach errors. 

Bank Reconciliation: Syncing Transactions, Reconciling Payments, Expenses, and Detaching Records

If your customer is a contractor who deducts tax under the Construction Industry Scheme (CIS), you'll need to:

- Create a dedicated CIS Tax Withheld account.
- Record the deduction when the invoice is issued.
- Clearly indicate the CIS amount in the invoice notes.
- Reconcile the net payment when it arrives.

This guide will walk you through each step to ensure your invoices, payment tracking and tax records are accurate and easy to manage.

How to Set Up and Handle CIS payments in Squeegee

Learn how to connect your Stripe account, invite customers to sign up and also how to manually or automatically charge them. 

Stripe: Setting Up, Inviting Customers and Charging Them Manually or Automatically 

Learn how to connect your bank with the Squeegee app in order to sync and reconcile payments when needed. 

Connect Your Bank: Bank Reconciliation Setup

In this tutorial, you will see how to record credit notes, write offs and refunds. You will also see the two different ways to record tips on Squeegee.

Recording Credit Notes, Write Offs, Tips and Refunds

In this tutorial, you will see how to filter the owing list, search for specific customers, record a payment from this tab, tag in bulk, send a bulk and individual payment reminder.

Navigating Owing & Sending Payment Reminders

In this tutorial you will see how to record manual payments on Squeegee.

Recording a Manual Payment

In this tutorial you will see how to filter, search and view payments.

Viewing the Payment Screen

Learn how to connect your GoCardless account, invite customers to sign up and also how to manually or automatically charge them. 

Payments: Recording Manual Payments (or other), Sending Payment Reminders, and Bulk Pricing Updates