Creating an Invoice and Adding Payments
The invoice is generating automatically after the status of corresponding Workorder is changed to completed. To access the invoice page please navigate to the client's profile and click on the Invoice profile.
On the Invoice page, you can change its status, share the invoice link with a client, add payments and much more. All those functions can be found under the dedicated Action button. Options such as
Send Email or SMS are carried out to the quick access panel.
To send the invoice to the client via email or SMS, please choose the corresponding option from the Action menu. Be advised that you can edit the email message to meet your requirements.
If the SMS service is activated for the company, you can also send SMS to the clients informing that the invoice is sent via email.
Please note, you'll be presented with the option to automatically send the invoice PDF to the client right after confirming to change the WO status to Completed.
Clients can make payments and confirm via the Portal link in the email. Click here to learn more.
Partial Invoices can be issued for one or several of completed services from Workorder. In order to create a partial invoice you can either change status of services to Completed manually and then click on the Create invoice button or you can mark the required services and click on the Create Invoice straight away.
Please note that in case services weren't marked as completed, the system will propose to update their statuses automatically.
In case the project has multiple partial invoices, each invoice is going to be subsequently enumerated. Once both (or more) partial invoices are generated you’ll be able to switch between them from the drop-down menu.
Adding a payment
To add a payment, click on the Actions → Add payment button. In the pop-up window fill out the payment information and click Add Payment.
Please note that you can add both full and partial payments. However, when adding a payment the total due amount of the estimate is automatically filled out. Thus the sum should be added manually for partial payments.
You can also add a payment from the client's profile by clicking on the Add Payment button.
When an invoice is fully paid, in a pop-up window an automated “Thank you for the Payment” email appears that you can send to the client.
If you want to send the Thank you for the Payment email manually, you can easily do it from the client's profile page.
Feedback on Invoice portal page
Your clients can easily leave you feedback on the Invoice Portal page.
When sending an invoice to the client, clients can click on the updated Like and Dislike buttons that will forward them to the respective portal page.
On the feedback page, the client has an option to change the Like to Dislike and leave a comment.
To edit the message the clients see on the Feedback page, navigate to the Brands → Review Settings → Like message or Dislike message section.
Updated on: 27/11/2023