Website Version

  1. From your main dashboard, click on "Send New” in the top right corner. Select “Send Invoice” from the drop down menu.

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  2. Enter the customer's contact information or click "+ Existing client" to add the info for a customer who has already been sent a request, contract financing link.

    Screen Shot 2022-05-10 at 3.27.25 PM.png

  3. Fill in the details for the invoice. You can choose a due date, add a decryption and input the amount due.

    Screen Shot 2022-05-10 at 3.28.20 PM.png

  4. Note that you can add multiple payments to the same invoice. By clicking "Add Optional Details" you can attach a file and include additional notes. You can also add financing form to the request.

    Screen Shot 2022-05-10 at 3.29.00 PM.png

  5. Choose to send via text, email, or both then click "Send"

    Screen Shot 2022-05-10 at 3.29.32 PM.png

Mobile App Version

  1. From the Home screen, click on the “+” in the middle of the bottom navigation bar
  2. Tap on “Request payment”
  3. Add a customer and select a due date, description and cost.
  4. You can add additional details including attachments by clicking "Add More Details" .
  5. Choose to send via email, text or both.

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