The talech invoice feature enables you to send an invoice containing the product, quantities, and agreed prices for the products or services.
This article will show you how to set up invoices in your talech account and how to send an invoice.
You can skip to the relevant section in the video as labeled below:
00.25 - How to configure your invoice settings
01.50 - How to send an invoice
03.50 - Managing Invoices
04.05 - Recording a payment on an invoice
04.35 - How a customer receives an invoice
Please Note: This feature is only available for Elavon merchants.
Setting up invoices
1. Log in to talech.com and go to the Settings page.
2. From this page select how you would like your invoices configured. Please see the settings explained below.
|Accept online payments||This adds a pay button to the invoice that allows customers to pay online.|
|This is the number used to start the invoice sequence. The invoice number on each specific invoice will be system generated.|
|Choose from a dropdown the payment terms that will be applied to invoices by default.|
|This setting deactivates the payment link in the invoice within the chosen deadline.|
Global invoice note
|This can be used to apply a note to all invoices.|
|Receive invoice payment confirmation||This will trigger an email to the email on file every time an invoice has been paid.|
|Allow Customer Partial Pay||This will allow partial payment of an invoice and when enabled will allow you to select a minimum percentage or exact amount.|
3. When all settings have been configured you must hit the 'Save' button in the top right of the screen for the changes to apply.
How to create an invoice
Once you have configured your invoice settings you can begin to send invoices! Please note that at this time invoices can only be sent from talech.com.
1. Log in to talech.com.
2. Select Invoices at the top of the screen.
3. Click the ' + ' button on the top right of the screen.
4. A new page will pop out from the right of the screen you can see an example below.
5. Populate the information in the invoice.
Filling out your invoice
If a customer does not yet exist you can select 'Add a Customer' which will appear when you click on the customer box. Please note that you will not be able to send the invoice to your customer unless they are saved as a customer in talech.com.
You can also add new Products, Discounts, or Service Charges when populating an invoice in the fields below.
Once a product has been added to the invoice you can amend it by selecting the three dots to the right.
At the bottom of the invoice, there is a field for any invoice notes and a breakdown of the amount outstanding. Any notes added in this section are individual to that specific invoice.
To learn more about personalizing invoices please click HERE
To learn more about paying invoices please click HERE
To learn more about refunding and returning invoices please click HERE