Details Invoicing: Sending Invoices

If you're taking advantage of Details invoicing, you've got it made! Not only can you easily collect payments online, but you can have your invoice auto-send 3,7, or 14 days before it is due.

Note: All instructions listed below are only applicable if the client record for this event includes their email address!

Using the 'Send Now' feature:

  • Go to the 'Financials' > 'Invoicing' page.
  • Before you send the invoice, click 'View' to review the invoice.
  • When you're ready, click 'Send Now'
  • Once complete, you will get a notice stating the invoice send was successful.
  • If you like, now is a good time to check 'Auto-Send' so the next invoices are sent automatically.
  • Likely times you will use 'Send Now': when sending the first invoice for a retainer/deposit payment, after you made adjustments to the worksheet and want the client to see the new invoice, or you need to get the invoice to your client before the next scheduled send.
Screen Shot 2018-12-27 at 10.24.49 AM

Using Auto-Send:

  • Go to the 'Financials' > 'Invoicing' page.
  • Before you send the invoice, click 'View' to review the invoice.
  • If it is the first invoice, click 'Send Now'
  • Once complete, check the 'Auto-Send' box located on the left side of the page.
  • Select your invoices to send either 3 days, 7 days, or 14 days before the scheduled due date.
Screen Shot 2018-12-27 at 10.26.03 AM

 

Special Notes: Once all invoices have sent, the box will automatically uncheck - stating that the sequence is complete. If you need to send an additional invoice or a 'reminder' invoice due to non-payment, please click the 'Send Now' button.