Difference between revisions of "Send Invoice to Customer"
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Latest revision as of 06:40, 8 October 2019
To send a bill presentment:
1. Go to Virtual Terminal > Send Invoice to Customer
2. Click Choose File and browse for the invoice (or other form) to include with the bill presentment
3. Select Upload
4. Enter the customer name, email, amount and select the transaction type
5. (Optional) Enter an invoice #, description, custom text and select whether or not a convenience fee will be applied.
6. Click Send Bill.
- You can preconfigure the look and options of your bill presentments in Bill Presentment Setup.
- You can view the status of your bill presentments in View Bill Presentments
