Online invoicing in Essentials allows you to email online versions of your invoice, as well as track your invoice activity without leaving your software.

How does it work?

Check out this short video for an overview of online invoicing in Essentials. 

Sending online invoices

1. Email your invoice to your customer. Your email includes a link to a viewable online version of your invoice which your customer can view online or download as a PDF.
   
   
   

   Want to send a PDF attached invoice, too? Turn on the Enable PDF attachments option from the Set up your payment details page

   
   

2. If you’ve set up online payments (Australia only), a Pay now button will appear on the online invoice. Your customer can pay the invoice on the spot using the payment methods you’ve activated. When the customer makes their payment, the payment details will automatically be entered into Essentials for you, and the invoice will be closed off.

Seeing invoice activity

In Essentials, you can check the status of the invoice at the bottom of the invoice's page. For example, you can see when an invoice was created, sent and viewed. You can also see if an email failed to deliver and when you received the payment.

Invoice List

Invoice List shows your customers their outstanding invoices from you. All they have to do is open a previous invoice and click on the View unpaid invoices link. From here, they can view the total amount they owe you, and pay individual invoices on the spot.