Overview
Create and email electronic invoices to your clients with a secure link that allows them to pay online instantly. Every invoice is automatically synced and assigned to a specific Payer for easy tracking.
🚀 Getting Started: Create an Invoice
Follow these steps to generate and send a new invoice:
Navigate: Go to Invoices in the left navigation bar.
Initiate: Click the "+" icon to create a new entry.
Assign: Select a Payer and click Next.
Add Line Items: Choose existing items from the dropdown or type to create new ones.
Configure Taxes & Discounts:
Taxable: Check this if sales tax applies.
Tax Rate: Check the box for automatic calculation (based on Zip Code) or enter a custom rate.
Discount: Enter a percentage (use 0 if no discount applies).
Finalize Details:
Merchant Account: Ensure the correct account is selected to route funds to the proper bank.
Delivery: Check Send Invoice Immediately to email the client upon saving.
Save & Issue: Click Issue to finalize. Use Save As Draft to pause progress, or Preview Invoice to download a PDF for review.
📊 Managing & Tracking
Once an invoice is issued, you can monitor its status directly from the Invoices tab.
Open Balance Graph: A visual snapshot of your outstanding revenue.
Aging Report: Identify overdue payments and track unpaid amounts over time.
Auto-Adjustment: Payments received are automatically applied to the Payer’s account and adjust the invoice balance in real-time.
🛠️ Quick Actions
From the Invoice Details screen (or the Make Payment shortcut in the list view), you can:
Action | Description |
Make Payment | Process a payment using a saved method or a new card/account. |
Write Off | Clear the balance for uncollectible invoices. |
Cancel | Void the invoice entirely. |
Resend/Download | Email the link again or save a PDF copy for your records. |
Payment History | View a full audit trail of all transactions linked to that specific invoice. |