Invoicing Customers
Customer invoices tracked with clear communication
Once the invoice is approved, it is automatically sent to the customer via email. Here’s how the process works:
1. Invoice Received via Email
The customer will receive an email notification with a subject line indicating that their invoice is ready. The email will contain a link or attachment to the invoice for them to review.
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The customer can view the details of the invoice, including the total amount, due date, and a summary of the services or products billed.
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If the customer has AutoPay enabled, no further action is required, and the payment will be processed automatically.
2. Open & Review Invoice
Customers can click the Review Invoice button in the email, which will direct them to an external page where they can see all the invoice details.
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The invoice includes the total amount due, itemized charges, taxes, and payment terms.
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Customers can view the description of each billed item (e.g., services, products, or API usage) along with the respective quantities and rates.
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The Invoice Due Date is clearly highlighted, giving the customer time to review and make the payment.
3. Payment Process
Once the customer reviews the invoice, they can proceed with payment:
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For AutoPay Customers: If AutoPay is enabled, the payment will be processed automatically on the due date, and a confirmation receipt will be sent once the payment is complete.
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Manual Payment: Customers can choose to pay manually by following the payment instructions provided in the email. They can pay using available methods such as credit card, ACH, or wire transfer.
If the customer has any questions about the invoice or payment options, they can contact the billing support team via the contact details provided in the email.
4. Payment Process
Upon successful payment the customer will receive a receipt email with: