Send Invoice to Customer

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Send Invoice To Customer

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.