The Synder team is so excited to show you the Invoicing feature! Now you will be able not only to create invoices and close invoices but to send them to your clients, so they can pay with credit card QuickBooks invoices through Synder directly. As soon as the payment comes through it will close the corresponding invoice in your QuickBooks company.
How does the invoicing feature work
Note: if you would like to create and send invoices exactly from Synder, it is also possible, check out how to create invoices with Synder using the QuickBooks invoices template. All payments are currently powered by Stripe and Square (make sure you have connected Stripe to QuickBooks in Synder as well).
1. Create an invoice in your QuickBooks. Create an invoice in your QuickBooks company and click on save. Or create it on Synder’s side and it will automatically appear in your list of invoices in both QuickBooks and Synder.
2. Synder Invoicing Tab. Go to Synder and click on the Invoicing tab (1), you will see the list of invoices you have in your QuickBooks company, choose the invoices you want to send from the organization you are currently in.
You may also use the “Preview” button to see what is going to be sent. If you are ready to send the invoice to your client just click on the “Send” option (2).
3. Notification. When you will see a notification that your invoice was sent successfully, your customers will receive the email with the invoice pdf attachment and the link to pay the invoice with their credit card.
Congratulations, you did it! The best part is that once the payment is made it will automatically appear in your QuickBooks within several minutes and the invoice will be closed and have a “paid” status in Synder as well.
Note: if your client pays the invoice partially the invoice will have the referring status in Synder and the “partially paid” status in QuickBooks.
How your clients can pay the invoice
Once the invoice has been sent through Synder, your client will receive an email with the invoice and a PDF attachment, and the link to pay for it.
After clicking the link in the email your client will be transferred to the Synder page where they will see a “Pay with credit card” button with the full amount of the invoice that should be paid and its due date.
After clicking on the “Pay with credit card” button, the client will be transferred to the page where they will be able to insert the credit card information and make the purchase.
The corresponding payment details in fields 1, 2, 3 should be filled in before clicking the “Pay invoice” button. Congratulations, now the job is easily done!
Remember: if you have any questions you can address them to us. We’ll be glad to help you!
Just leave us a message filling out our contact form, use the phone/email mentioned in the footer of every page or contact us via live chat.