Start from the agreed scope
Make sure the client knows what the request covers. If scope changed, confirm the change first. Avoid a vague request that forces the client to search old messages to understand the amount.
Send a clear request
EZ Customers supports branded invoices and secure payment requests. Card payments use Stripe on a paid plan; businesses can also record supported manual payment methods. Check your plan and payment setup before promising a particular checkout experience.
Reconcile before reminding
Check whether a payment is already recorded, pending or outstanding before contacting the client. Keep manual-payment records consistent with what actually happened. Never mark a request paid merely to clear a reminder.
Keep accounting expectations separate
Use your required accounting and tax processes alongside the booking record. This workflow guide does not claim that a client-management workspace replaces accounting software or determines the tax treatment of a transaction.
YOUR NEXT STEP
A checklist you can use
Use it here or save a plain-text copy. Your selections stay in this page only.
Questions & answers
Where should I start in EZ Customers?
Create the service and its booking details, then attach an intake form for the information needed before the appointment. Test the journey with fictional information before sharing it with clients.
Do I need every feature for my first service?
No. Start with the booking and client information you need. Add payment requests, file delivery or team tools when the service calls for them, and check the relevant plan.
Sources & editorial method
Prepared by EZ Customers from official provider pages and public question research. Provider descriptions are a dated selection, not a ranking, endorsement or first-hand review. Planning checklists and worked examples are original editorial material; they are not treatment instructions, legal templates or proof of professional qualification. Confirm current intake, pricing, campus, stock and eligibility directly. No affiliate links or paid placements are included.
- EZ Customers — business features ↗ · checked 2026-09-25