AR Invoices: Sending Bills to Payers
AR Invoices are a convenient way to send bills directly to Payers for processing. This feature is available for all users and can be accessed through the Accounts Receivables section of your account.
Before you get started, make sure you have Customers set up in your account.
Creating an AR Invoice
Click + Create Invoice in the top-right corner of your AR section.
(Availability of this button may vary by account. Please reach out to Support if you need this feature enabled.)
Set the line items including a description of the services or products, the unit price and the quantity. You'll see the line's amount automatically update as a reflection of the unit price x quantity.
Select the Purchaser by choosing an option from the dropdown or adding a new payer.
Next, set the invoice date, due date and invoice number.
Confirm the pay-to payment amount. This will be pulled in from your bank account as set in your settings.
You can include notes on the invoice, which will be included with your invoice to the sender.
Click send invoice to send this invoice to your customer.