Invoicing

Articles

Invoicing - 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 more. Dashbo...
Invoicing - How to send from a contact record
Use Infusionsoft invoices to 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. Contact Record Navigate to a contact r...
Invoicing - How to personalize your email message
Customize your invoicing emails. Add a personal touch to the email that’s sent when you invoice your customer. To review how to create an invoice from the Money page click here or from a Contact record click here Personalize Email Eas...
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.  Infusionsoft now helps you follow-up, by sending you reminders ...
Invoice 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...
Invoices - Recurring payments
Get paid on time, every time.  Say goodbye to the hassle of remembering to bill your clients. You can now set up recurring payments, determine payment frequency, add custom start and end dates, and pause payments when necessary. Recurring pay...