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TrulySmall Accounting: Emailed Invoices
TrulySmall Accounting: Emailed Invoices

What does my invoice recipient see and how can does online payment work?

Pooja Rangaraju avatar
Written by Pooja Rangaraju
Updated over a week ago

TrulySmall Accounting makes it easy to get paid faster, giving businesses the tools to email invoices with an pay online option. The invoice is sent as soon as you click the Send Email button from the Send Invoice window.

Related article: Invoices

The email they receive contains any email message you included, along with their itemized invoice showing any taxes applied, and their balance, and due date.

If any payments have been received, the invoice will show them below the balance due.

If your account is setup to receive online payments, the invoice will also include a Make a Payment button, providing the recipient an easy way to pay by credit card (Visa, Mastercard, or American Express).

Note: The option to accept payment by credit card is only available on invoices that are issued in the home currency of your business (CAD or USD). If you create an invoice in a different currency, you will not have the option to accept payment by credit card on that invoice.

Clicking on the Make a Payment button steps them through a series of screens that

  1. Confirms which invoice they are about to pay

  2. Requests payment address and email details

  3. Requests credit card information and confirms the amount being paid

Clicking the Pay Now button securely processes their payment. The payment will be held temporarily in the payment processor's account until the funds are cleared and then transferred to your bank account less the payment processing fees.

You can also send a confirmation that the invoice has been paid in full using the same Send Invoice method.


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