External Invoices

The External Invoices enables users to submit a “faux invoice” for a CustomerConnect verified contact. This is for the purpose of a client using an external invoicing system but want to use CustomerConnect’s automatic payments feature.

To enable, navigate SETTINGS > INVOICE SETTINGS:

In the Invoice Settings page there is a switch to enable "External Invoices", once enabled a new menu item will display under EMAILS.

“Are you sending your invoices through and external system?”

  • YES – if selected, then expose new sidebar menu “External Invoice” under the "Emails" dropdown

Example:

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Save your settings and either refresh your page or log out and back in to see a new menu item under EMAILS for EXTERNAL INVOICE.

Payments can be added by entering them in the EXTERNAL INVOICE page or by utilizing our API.

EXTERNAL INVOICE:

On this page you select who you wish to bill, enter the associated invoice number from your external system, the payment terms and the balance due.

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If selecting an "Autopay contact", you will see the following icon - icon.png

Click submit to finalize the transaction.

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