How to Create & Send an Invoice

Video Walkthrough

  1. Click the Create Invoice Button from the View Payments page
  2. Select Pay by Text, Pay by Email or select both
  3. Select the customers name you want to bill from the dropdown
  4. Add the product or service you're charging for
  5. Click Add once you have verified the price and other details. 
  6. Scroll down to preview your message template.
  7. Set your send timing for immediately or a time in the future and click Send when ready. 

 

Step-by-Step Guide

1. Payments > View Payments > Create Invoice Button

mceclip2.png

2.  In Create Invoice pop up window, select Pay by Text, Pay by Email or select bothmceclip3.png

3. Look up the customer you want to bill, select their name from the dropdown results, known fields will auto-populate in the invoice below

mceclip4.png

4. Scroll to add the invoice line items you want to charge the customer for in the Invoice Details section. Click on the Select dropdown field in the Description column and choose the product or service you want to add to the invoice from the dropdown list. 

mceclip5.png

5. Double check the quantity, amount, totable, and taxable status for the line item. Click Add once you have verified the price and other details. 

* You will not be able to add a line item for $0.00. 

mceclip6.png

6. Scroll down to preview your message template. Your messages will automatically match the template set up in Messages > Auto Messages > Pay by Text Invoice. You can edit the template there for all future default messages or message inside of the Create Invoice pop up window as-needed. 

7. Set your Send timing for immediately or a time in the future and click Send when ready

mceclip7.png

Your customers will get a text message and an email both with the secure invoice link inside. 

 

 

Was this article helpful?
1 out of 1 found this helpful