In this article, we cover:
Managing invoices in ProLine is essential for smooth financial transactions. This guide covers creating, sending, and collecting payments on invoices.
Note: This article assumes your account has the default invoice templates. If your admins have changed your invoice templates, you may need to follow a different process provided by your admin.
Creating a Deposit Invoice
Navigate to the project for which you want to send an invoice:
hamburger menu > Projects > select the project.
Go to the Billing section within the project.
Click on New Invoice.
Choose the Deposit template (this template might be pre-configured by your admin).
Click Create. The invoice will automatically populate with details from the signed quote, including the total project amount.
Ensure the correct deposit amount is displayed. This amount is based on the signed quote.
Example: If the total project amount is $34,000 and the deposit is $10,000, the invoice will show $34,000 as the total but only $10,000 as due.
Confirm that Deduct all project payments from the balance is selected to maintain a running balance.
Sending an Invoice
Preview the invoice to ensure all details are correct.
Send the invoice via:
Email and Text Message with a single click.
Alternatively, use the Copy Link option to send the invoice through social media or other platforms.
To resend an invoice or retrieve the link, click Resend Invoice.
Collecting Payment
Customers can pay via card, ACH, cash, or check, depending on the payment methods configured by your admin.
To record a payment received by check or cash:
Open the project.
Go to the invoice tab.
Click "new payment".
Enter the payment details manually.
Creating a Balance Invoice
After completing the project, go to the Billing section.
Click on New Invoice and select the Balance template.
Click Create. The invoice will include all previously paid amounts and the remaining balance.
Ensure that the full remaining balance is displayed as due.
Example: If $10,000 has already been paid on a $34,000 project, the balance invoice will show $24,000 due.
Confirm that Deduct all project payments from the balance is selected to reflect previous payments.
Sending Standalone Invoices
For unrelated charges or additional fees, create a standalone invoice.
Choose the Other invoice template, or deselect Deduct all project payments from the balance in any invoice template.
Enter the specific amount and details for the standalone charge.
Send the invoice as usual.
Contact Support
If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.