How customers pay an invoice

When you send an invoice, the customer gets a link to it by email or text. The link opens the invoice without signing in.

What the customer sees

The invoice: Bill to, Invoice #, Issue date, Due date, the lines (Item, Price, Qty, Total), then Total, Paid and Balance due — and a PDF to keep.

Paying

1. They press Pay now. Pay Invoice opens.
2. Amount starts at the balance due; they may pay part of it.
3. On an invoice for a move: Add a tip for your crew? — No tip, a suggested amount, or Custom. The whole tip goes to the crew who moved you.
4. They enter their card. When your company adds a card fee on invoices, Credit card fee and the Total show it.
5. They press Confirm & Pay $….

Your payment is being confirmed. We will email you a receipt.

Afterwards

• The payment appears on the invoice and the order, and the invoice's balance goes down. Paid in full: This invoice is paid. Thank you.
• The customer gets your receipt by email, and the payment is in their portal under Receipts, where they can print it or download it as a PDF. See Receipts in the portal.
• Your team hears Customer paid online, if they have it on.
• My Invoices in the portal lists every invoice sent to them, newest first.

When they can't pay online

• Pay invoice off in the client portal designer: the invoice shows with no Pay button — Your moving company takes invoice payments directly — please contact them.
• Nothing is due on this invoice. Thank you. — the balance is already zero.

If something goes wrong

• That invoice link is not valid, or the invoice was removed. Please contact your moving company for a new one. — resend the invoice.
• There was an error processing your payment request. Please try later — the card didn't go through; nothing was charged. A card refused in the browser is noted in the order's log, so you can see they tried.