Invoicing and payments
Issuing an invoice and getting paid online
Issuing is the step that sends an invoice to the customer. Before it, the invoice is a draft only you can see. After it, the invoice cannot be edited.
Issuing
Open the draft from Invoices, or from the link on the job's Billing card, and choose Issue invoice. Resyrv asks you to confirm, because an issued invoice can no longer be edited. To change one after it is issued, you void it and issue a new one.
If the customer has unused credit on their account, it is applied first, and the invoice goes out for what is left.
What the customer gets
The customer gets an email with the invoice, a Pay online button when you take payments online, and a View your account button. You can turn this email off, or change its wording, in Shop settings under Emails. Turning it off does not stop the invoice being issued; you send it yourself.
View your account opens the same page as the customer's report link: their open invoices, paid invoices, PDF downloads, and the estimates you have sent them.
Customer emails and shop alerts
Taking payment online
Online payment needs a payment processor connected in Shop settings under Payments. Only the organization owner can connect or change it.
Once one is connected, each issued invoice carries a Pay online button, and the invoice marks itself paid when the payment goes through. Until then, the customer's page shows your contact details instead of a pay button, and you record payments yourself.
Recording a check or cash payment
Reminders
Resyrv can email the customer before an invoice is due and again after, and tell the office when one is badly overdue. Each is set in days in Shop settings under Invoicing, and a blank box turns it off.
Voiding an issued invoice
An open invoice has a Void invoice button. Use it when an invoice was wrong, then bill the job again. You cannot void a draft; archive it instead.
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