A Quick Bill is a streamlined invoicing tool within CPACharge designed for speed and simplicity. It allows you to bypass the full billing workflow and send a direct payment request to a client for a specific dollar amount.
🚀 How to Send a Quick Bill
Sending a Quick Bill is the fastest way to get paid when you don't need to generate a full, itemized invoice from scratch.
Initiate: Click the Send Quick Bill button located in the top right corner of your dashboard.
Required Details: Fill in the three mandatory fields:
Client Email: Where the invoice link will be sent.
Payment Amount: The specific dollar amount you are requesting.
Deposit Account: Choose which bank account the funds should settle into.
Optional Fields: You can add internal notes or reference numbers for your records, though these can be left blank.
Attachments:
Click Choose File to attach supporting documentation (e.g., a signed engagement letter or a simple PDF summary).
You can attach multiple files as long as the total size is under 10 MB.
Finalize: Review the details and click Send.
🛠️ Managing Sent Quick Bills
Once a Quick Bill is sent, you can track and manage it from the Invoices tab on the left-hand sidebar.
1. Viewing and Editing
Select a specific bill from the Invoices overview list to open its details. From here, you can:
Resend: Send the email again if the client lost the original link.
Edit: Update the amount or client details if changes are needed after the fact.
Mark as Paid: Manually record a payment if the client pays via check or cash.
2. Permissions and Deletion
Standard Users: Can create, send, and view bills.
Owners and Admins: Have the exclusive ability to delete a Quick Bill entirely from the system.
📺 Video Walkthrough
For a visual demonstration of the workflow, you can watch the CPACharge Quick Bill Video (1:39) below.