Send invoices, and test before you go live
Email invoices from thruflow with a PDF and a pay link. Start in test delivery so the first ones come to you.
3 min readUpdated
Test first
New organizations start with Delivery mode set to Test: every invoice, reminder and statement is sent to you, not the customer, marked as a test. When they look right, switch to Live under Settings → Invoicing.
- 1
Open the invoice
Invoices - 2
Click Send invoice
Check who it goes to (the customer's billing contacts) and the message, written from your template.
- 3
Send
The PDF is attached and, when online payment is on, the email carries a link to pay. The invoice shows as sent, with when.
Make them yours
- Your logo, company details and remittance instructions are printed on every PDF.
- Email templates set the words of invoices and reminders.
- Invoice emails come from a name you choose; replies go to your billing email.
Was this helpful?
Related
- Invoicing & getting paidReminders and statementsNudge a customer about an overdue invoice, or send their whole account in one click.
- Invoicing & getting paidLet customers pay onlinePut a pay link on invoices, reminders, statements and PDFs: through QuickBooks Payments or your own payment page.
- Invoicing & getting paidRecord payments, including part paymentsRecord a payment against one invoice or spread one across many, with credit notes, early-pay discounts and short payments handled.
Still stuck?
Write to us and a person who knows thruflow will answer. Say what you were doing and what you saw.