Help/Invoicing
Invoicing
Bill your customers, get paid by PayNow, and let reminders do the chasing. Every invoice carries a PayNow QR for exactly the amount due, and your customer gets their own page to view, pay and download it.
Screenshots use a fictional business and figures. Select an image to view it full size.
Where things are: in the Back office, Invoices has tabs along the top: Invoices, Quotes, Repeat, Reports, Service menu and Settings. Inside your Business (F&B, Retail, Personal Coach and the rest), each of these is its own row in the sidebar under Money: Invoices, Quotes, Repeat invoices, Invoice reports and Service menu. Invoice settings is under Set up. Same screens either way.
What you can do
Make and send an invoice
Lines from your service menu, GST worked out, paid all at once or in parts, sent by email or WhatsApp.
Get paid
What your customer sees, recording a payment, receipts, reminders and late fees.
Quotes and repeat invoices
A price they accept online, a pro-forma, and invoices made for you every month.
Credit notes and cancelling
Change an invoice the customer already has, the proper way.
Statements and reports
What each customer owes, how late it is, and who pays slowly.
Invoice settings
Your logo and colour, PayNow, numbering, reminders, approval and email wording.
From a sale to money in the bank
Once: add your PayNow details and your logo in Invoice settings.
Before the job, if you like: send a quote they can accept online.
Bill them: make the invoice and send it. It counts in your P&L on the day it is issued.
They pay: they scan the QR and you record the payment, or they pay through HitPay and it is recorded for you.
Something changed: issue a credit note.
Month end: check Reports for who still owes you.
The PayNow QR is for Singapore dollar invoices. An invoice in another currency shows the amount due and your bank details instead.
Only invoices you make yourself are chased. Invoices made for bookings and shop orders are already paid, so they are never reminded.
Customers pay an invoice by your own PayNow QR or bank transfer, free on every plan, and you record anything else by hand. Connect your own HitPay account and they can also pay a Singapore dollar invoice by card or PayNow, recorded as paid by itself, with no platform fee from us. Set up HitPay. Sending through InvoiceNow (Peppol) is not switched on today; if you need it, tell us through the Feedback button.