There are several different ways that you can bill a customer for an invoice:
Email the customer an invoice
Charge a customer's card and email them a receipt
Print a hard copy of the invoice and mail it to the customer
Bill Customers For Invoices
1. To access billing options, select Invoicing from the navigation menu, and then select New Invoices.
2. In the New Invoices section of the Invoices page, find the customer you want to bill and then click any of the options described in the following sections.
Common Billing Options
Bill & Email Invoice
If a customer has an email address associated with their record in Syncta, click Bill & Email next to the invoice. This automatically generates an email to the customer with the PDF invoice attached.
Charge Card & Email Invoice
If the customer has a saved credit card on file and you click Charge Card & Email, their card is automatically charged for the invoice Total Amount using Stripe Connect, our integrated payment processing tool. The customer also automatically receives a PDF Paid Invoice detailing the charge.
Mark Invoice as Billed
If the customer does not have an email or credit card on file, simply print off the invoice, mail it, and click Mark as Billed.
What Happens Next?
Invoices that are billed but not paid right away (no credit card on file for that customer) will appear in the Billed Invoices section of the New Invoices page. If invoices are not paid within the specified time frame, they will move to the Past Due Invoices page.
Other Billing Options
Below are the less common billing options that you may need to use.
Mark an Invoice as Paid
If you want to mark an invoice as paid, click Mark Paid. This invoice will be moved to the Invoicing History page.
Mark an Invoice as Paid With Payment Information
1. To enter payment information, click the icon with three dots.
2. Select Mark Paid With Payment Info.
3. In the popup, enter the Payment Reference information.
4. Click Mark Paid. This invoice will be moved to the Invoicing History page.
Do Not Bill a Customer
If you are not going to bill a customer for an existing invoice, you can mark it as Not Billing. This keeps the invoice in your records and shows that the customer was not billed.
Delete an Invoice
If you want to remove the invoice so it is not listed anymore, click the Delete Invoice icon.
This will soft-delete the invoice, which means it can be restored at a later date if needed. See our article about restoring deleted invoices to learn more.
Review an Invoice Later
If you want to hold onto the invoice for billing at a later date, or if you need to wait for other tests to be performed for the customer before you bill them, click the Review Later icon to move the invoice to the Invoices to Review Later section at the bottom of the Invoices page.
When a new test is performed for a customer with an invoice in Review Later, we automatically add the new line item(s) to the existing invoice and move the invoice back up to the New Invoices section for review.