Why did the invoice layout change?
As we started to build out the payment schedule feature, it seemed like a natural time to clean up and simplify our invoices. All of the functionality remains, and your users will see the same invoice that they always have.
How do I preview an invoice?
If you click the “take payment now” button (located in the invoice menu/three dots), you will be able to view the invoice format that your clients will see.
How will my clients know when their next payment is due?
Your client will be reminded of any upcoming payments 5 days prior to the due date that you determined, as well as on the date a payment is due.
What happens if my client misses a payment or doesn’t make a full payment on their installment?
If a client misses an invoice due date, it will show as late in your invoices just like it has in the past. Your clients will not be permitted to pay less than the amount due.
Can I add a memo to an invoice?
Yes. You can do this when you first set up the invoice (when you're entering the client information) or by clicking the "edit" (pencil icon) button at the top of your invoice. Your clients will see it on their end of the invoice.
Can I add a payment schedule to an invoice template?
Yes, you can add a payment schedule to invoice templates.
How do I add an invoice item?
As always, you can add an invoice item in the Invoice Setup section of your account. You can also click the three dots (menu) at the top of your invoice and select "Invoice Settings" to be taken to the invoice set up page.
What’s next?
For reference, phase two (which we anticipate to be released soon) will allow you to:
Customize your client reminders (both timing and messaging)
Trigger a behavior in your workflow once an invoice has been paid
Create due dates that are relative to your event date (not just previous the installment date