Once you've set up your bank account to take credit card payments through our processor, you can text customers their invoice with the option to pay online. 

**If you DO NOT use our credit card processor,
but are interested in learning more,
click HERE!**

1. Click into the job details page

2. Click the grey 'Invoice' circle 

3. Click the 'Settings' icon (gear icon) to view/edit the invoice settings. 

From here, you can choose to display or remove the following from the invoice: 

  • Company name
  • Quantity & unit price
  • Technician name
  • Invoice Date
  • Service Date
  • Customer & Company name 

4. Click 'Next'

5. Select the 'Text' option 

6. Click the 'Payment Options' icon (dollar sign) to adjust your payment settings

7. Toggle on 'Accept credit card payment'

  • If you'd like the payment options to be saved for future invoicing, check 'Remember pay online option'

NOTE: You can give customers the option to pay online only if you use our credit card processor 

8. Click 'Send'

Customer Text: 

Once your customer clicks the link, they'll be taken to the page below, where they can make their payment. 

NOTE: This feature is not included on Simple Plans.

Related Articles

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Setup Auto-Invoicing

Adjust Invoice Settings

Edit the Subject Line on Estimates & Invoices


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unpaid invoices? Check out 7 ways to get paid fast!

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