How can I send invoices to my customers?
Once you have created (or updated) an invoice, you will have the option to either preview or download the invoice. If the customer has an email address saved within ExpensePlus, you can also email the customer directly. You can add additional contact emails if you want the invoice to be sent to multiple people in the organisation you are invoicing. These can be added by selecting 'Update Customer' within the invoice and then 'Add Additional Contact Emails'.
In the popup that appears when the invoice has been created, there is a checkbox which allows you to add a note. The note appears within the invoice email that gets sent (see example below).
An invoice is also attached to the email which the customer can download (see example below)
Enabling Invoices to be paid via card
If you have connected your Stripe account within ExpensePlus, then your customers will have the option to pay invoices by card payment or Google Pay. A 'pay now' button will appear in the invoice and the invoice email.
CLICK HERE to find out more about accepting invoice payments via card.
Why connect your Stripe account?
- It provides customers with a simple and convenient way to make payments.
- The invoice status within ExpensePlus automatically updates when invoices are paid, saving you time.
- Customers can download receipts, removing the need to manually send emailed receipts.
- If you connect your Stripe Account within ExpensePlus, invoices can still be paid via bank transfer.
Resending Invoice Emails
If needed, you can resend invoices by clicking the 'email invoice' button (envelope symbol) to the right of the invoice table. If a customer hasn't received an invoice from you, they may need to check their junk folders or spam filters. Read this article for further help if customers aren't receiving your invoices.
The 'Emailed On' column will display when the customer was sent the invoice, and any subsequent dates that the invoice was re-sent.
ExpensePlus will highlight if an invoice has been sent or re-sent within the last 48 hours, to help avoid contacting the customer multiple times in quick succession when not intended. You can still send the invoice when you see this warning if required.
To help you better understand the invoicing module as a whole, please visit the module overview page here.