Stop chasing payments. Start seeing deposits.
If you have ever sent an invoice and then spent the next two weeks wondering whether your client actually paid it, you are not alone. Many accounting firms are still relying on checks, manual follow-ups, or disconnected payment tools that leave them guessing about where their money is and when it will arrive. During the busy season, that uncertainty adds up fast.
Canopy Payments brings your billing and payment collection into one place, so you can send an invoice, accept payment, and track your deposit without leaving Canopy. In this workshop, we will walk through everything from getting started with Canopy payments to understanding exactly how and when funds move to your bank, in plain language, at a pace that works whether you have never touched Canopy Payments or just want to make sure you are using it well.
By the end of this session, you’ll be able to:
Get started with Canopy Payments confidently, knowing exactly what to expect and what to have ready.
Send an invoice with a built-in payment link and understand what your client experiences on their end.
Track a payment from the moment a client submits it through to the deposit in your bank account.
Respond to common payment issues — like a declined card or a returned transaction — without needing to call support.
Join us to learn all about how to turn the frustration of collecting payments into the satisfaction of payday.
