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Invoicing
Invoicing is a great tool for businesses that provide home or professional services, and need to itemize bills, or take deposits. Invoices are helpful for recording transactions with clients, as well as requesting timely payment from customers/clients. With SpotOn Virtual Terminal Invoicing you can send an invoice, with all the details of the sale to the customer’s email address, which leads directly to the Customer Payment Portal.
Create New Invoice
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This will display the New Invoice page, where the invoice can be tailored to the sale exactly.
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The Line Items section is where the product or service is added to the invoice.
The invoice will display all Line Items, any applicable taxes/fees/discounts, and the Total due. | |
In the Payment Schedule and Options sections, the invoice due date, any deposits required, when to send the invoice, and reminders can be set.
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Invoice List
The invoice list can be manipulated or filtered numerous different ways from date to status of invoice.
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One of the easiest ways to search/sort through the Invoice list is by clicking on the Filter drop down menu.
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To search by specific date ranges, click on the Time drop down menu.
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To sort the Invoice list by the various columns:
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View Invoice
When an invoice is selected from the Invoice List, there are options to send reminders, make payments, view recent activity, print, resend, download as PDF or void.
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Options
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Send Reminder
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Add Payment
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Void Invoice
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3. A popup will display “Void this invoice? An email will be sent to the customer letting them know the invoice is no longer valid?” 4. Click Void Invoice to confirm void 5. A Success message will display in the lower left advising the invoice has been Voided and the invoice number
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Invoice Settings
The Invoice Settings is where default settings and reminders are set up. You do not have the ability to change Taxes or Fees or add Customization, like logos and brand colors from Invoice Settings. Those must be changed in the Account & Settings section, however Invoice Settings displays a link to the Account & Settings page for easy access to make those desired changes.
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Invoice DefaultsThese will be the default settings for all new invoices
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RemindersDefault reminder settings can be created to automatically send reminders to the customer via email before and after a payment is due. Once an invoice has been paid, reminders will no longer be sent.
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Customer View
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Invoice Email
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Payment Portal
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