Invoices

Articles

Invoices - Create and send an Invoice
  Send professional invoices and track their status in one central location. Automatically send a follow up email once the customer pays an invoice. Pro-Tip! You can also send from within the Contact Record. Click here to find out mo...
Invoices - How to send from a contact record
Create and send invoices from your app. You can even add a Pay now button so customers can easily pay online, and automatically send a follow up email when customers pay you. Ensure you have set up a merchant account to get paid. Create an in...
Invoices - How to personalize your email message
Customize your invoices with a personal touch to the email your customers receive. To review how to create an invoice from the Money page click here or from a Contact record click here Personalize Email Easily personalize the email you are ...
Invoices - Auto Reminders
As a small business owner, it’s hard to keep track of which clients you’ve sent an invoice to, and then remember to follow-up with clients that haven’t yet paid.  Keap now helps you follow-up, by sending you reminders and gett...
Invoices - Payment History
Display completed payments or processed refunds on an invoice so your clients can see their payment history. Payment Display Navigate to an invoice in the Money tab or Money navigation page Contact Navigation Click...