Overview

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

Note: See "Other Billing Options" below for less common billing options.

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 Invoicing feature. The customer also automatically receives a PDF Paid Invoice detailing the charge.
Note: To learn more about Stripe Connect and payment processing, click here.

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. Note: Click here for more information about past due invoices.

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. For more information on restoring deleted invoices, click here.

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. 

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