Collecting payment for your product and service has never been easier! With inDinero, you have the ability to easily create and manage invoices to quickly send to your clients’ emails and resolve.

Instructions

Create Invoices

Step 1: From Invoices click Invoice List

Step 2: Click New Invoice from the upper right hand corner of the screen

Step 3: Fill out the required information on the invoice template

Step 4: Select the recipient from the Client dropdown list

To edit the client info, click the pencil icon. This opens a pop-up where you can edit the receiver’s email, address, contact number. When you’re done, click Update to save your changes.

Step 5: Tick the Repeat? box to issue a recurring invoice. You’ll be prompted to customize the cadence as shown below

Step 6: Save the invoice 1 of 3 ways:

1. Save as Draft: Will simply save your invoice to the Draft Invoices. You can update and send your invoice at a later date.
2. Create: Your invoice will go to the Invoice List section. From here, you can save your invoice as a PDF, copy or edit your invoice, and send when ready.
   1. When ready to send, navigate to Invoice > Invoice List, open the desired invoices, and click “Send” to submit.
3. Create and Send: Your invoice will be sent immediately via email to your client.

Edit Invoices

Step 1: From the Invoice List tab, select the invoice you’d like to edit

Step 2: Select Edit Invoice at the bottom of the invoice. This feature allows you to change the invoice information as well as Void, Save as PDF, Copy, or Resend.

Step 3: Once finished, select Update or Update and Send, or Void from the "Edit Invoice" screen to leave an audit trail of transaction history.

Resolve Invoices

Creating and sending invoices is only one part of the equation. You’ll also need to know how your invoice recipients can pay you and how you can track those payments in your inDinero account.

Step 1: Hover over the invoice from the Invoice List and click the payment icon to the right of the invoice