Payable Client Statements

Invoices are now payable through client statements, meaning that your end-clients can now pay multiple invoices straight from the client statement that you send. 

When an end-client receives a statement, they can choose to pay any unpaid invoices directly through the email payment portal. This is a convenient way for clients who are behind on payments, or who just want to pay off several invoices at once. The Invoice2go system will automatically reconcile their payment across the invoices.

Your invoices will be payable from the statement only if the payment options are toggled ON in your client payment option settings, and the invoices shown on the statement have the same payment options available (you can choose these in your settings and on the individual invoice). 

 

iOS and Android

  1. Open the client you wish to send a statement to by going to your Clients > choose the client > Create > Statement 
  2. To ensure the invoices are payable, make sure to enable your payment settings for card payments and/or PayPal. 
  3. Send the Client Statement.
  4. When your end client opens the statement, they will be able to check a box next to any unpaid invoice(s) on the statement and make a payment. Any invoices that are already paid will indicate so, and will not have check boxes next to them. 
  5. They will be able to choose from the payment options you have enabled (card or PayPal or both).

 

Web 

  1. Open the client you wish to send a statement to by going to your Clients > choose the client > Create > Statement 
  2. To ensure the invoices are payable, make sure to enable your payment settings for card payments and/or PayPal. 
  3. Send the Client Statement.
  4. When your end client opens the statement, they will be able to check a box next to any unpaid invoice(s) on the statement and make a payment. Any invoices that are already paid will indicate so, and will not have check boxes next to them. 
    •  Screen_Shot_2018-10-08_at_2.47.14_PM.png
  5. They will be able to choose from the payment options you have enabled (card or PayPal or both).
    • Screen_Shot_2018-10-08_at_2.47.44_PM.png

 

TIPS

  • At maximum 10 invoices can be paid on a statement per transaction. Other invoices will be displayed but greyed out and cannot be selected. Deselecting an invoice will free up the other invoices to be paid.
  • Only invoices that share the same payment options will be able to be checked in the portal. Other invoices will be displayed, but cannot be checked.
  • For assistance turning on your payment options, please see these helpful articles. 
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