Pulse

Payments in Pulse - Invoices, Quotes, PayFast Links, and Manual Payments

How Pulse billing works: create invoices and quotes, send payment-ready documents, use PayFast when your credentials are configured, record offline payments, and track every active or historical payment from one place.

Pulse · 16 Jun 2026

▶ Playlist

Posts in this playlist

8 parts
  1. 1Invoices, Quotes, and Payments in Pulse - What Each One Is ForA plain-language overview of how invoices, quotes, payment links, and the Payments page fit together in Pulse.→
  2. 2How to Create and Send an Invoice in PulseHow to create an invoice, add line items, save a draft, send it to a client, and understand what happens after sending.→
  3. 3How to Create Quotes in PulseHow to prepare a quote before work is approved, add line items and terms, save drafts, and send a professional quote to a client.→
  4. 4PayFast Links and Credentials in PulseHow PayFast payment links work in Pulse, where to add credentials, and what happens when an invoice is sent without PayFast configured.→
  5. 5How to Record Payments Received Outside PayFastHow to record EFT, cash, or other offline payments in Pulse and keep invoice balances accurate.→
  6. 6Understanding the Payments Page in PulseHow to read the Payments page, use active/history filters, copy payment links, record payments, and understand invoices that still need attention.→
  7. 7Quick Job Payments in PulseHow Quick Jobs connect to the same payment flow as invoices, from job creation through client payment and download unlock.→
  8. 8Payment Statements and Records in PulseHow to download or email monthly payment statements in Pulse, understand the payment history, and use Reports to review revenue, outstanding items, and payment trends.→

Pulse billing starts with the customer-facing document: an invoice or quote. From there, Pulse helps you send it, attach payment details, generate a PayFast link when your organisation has credentials configured, and track the money from the Payments page.

What this playlist covers

This playlist explains the full customer billing flow in practical terms: when to save, when to send, where PayFast links come from, how to record EFT or cash payments, and how the Payments page helps you keep active requests separate from payment history.

Invoices, quotes, and payments are connected but not identical

An invoice or quote is the document your client sees. The Payments page is the operational view of what is outstanding, overdue, paid, refunded, or cancelled. The same invoice can therefore appear in both places: one view is about the document, and the other is about collection and payment status.

Who should read this

Read this playlist if you create invoices, send quotes, collect PayFast payments, record EFT payments, or reconcile which clients still owe you money. It is written for owners, admins, finance staff, and team members who handle billing in Pulse.

Frequently asked questions

Do I need PayFast to send invoices from Pulse?

No. You can still save and send invoices without PayFast. If PayFast is not configured, the invoice sends without a PayFast payment link.

Why do invoices also appear on the Payments page?

Invoices are the documents. Payments is the collection and status view, so it shows the payment items linked to sent invoices, active balances, history, refunds, and overdue items.