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Invoicing

How to create and send invoices, mark invoices as paid and follow up unpaid invoices.

Creating and sending invoices

  1. Payments"Step 1. Tap on "invoices"
  2. Tap on "+"
  3. Enter customer details and invoice due date
  4. Enter invoice details; you can also add item details to the items page by tapping “add item”
  5. Tap on "Send invoice"
  6. If you would like to add a personalised message, enter a custom invoice message
  7. Tap on “Send invoice”, a confirmation message will be displayed once invoice has been sent successfully.

Marking inovices as paid

  1. Tap on “invoices”
  2. Tap on the relevant unpaid invoice
  3. Tap on “paid”
  4. The invoice will now be marked as paid and viewable in the paid invoices section.

Follow up unpaid invoices by calling

  1. Tap on “Invoices”
  2. Tap on the relevant unpaid invoice
  3. Tap on “Call”.

Follow up unpaid invoices by email

  1. Tap on "Invoices"
  2. Tap on the relevant unpaid invoice
  3. Tap on "Nudge"
  4. Confirm message and send email to customer.

 


Follow up unpaid invoices by SMS

  1. Tap on "Invoices"
  2. Tap on the relevant unpaid invoice
  3. Tap on "SMS"
  4. Confirm message and send message to customer.