Here you can find all things invoice-related on Growth Suite. Please reach out to support if your question is not answered in this help doc!
You can also easily apply tax to the invoice. Tax will be applied to the post-discount invoice amount.
Submit the invoice to your client
Once you send the invoice to your client, they will receive an email inviting them to create an account in your client portal and accept the invoice.
Check out our Invoices video:
Occasionally, clients will pay by check or through an alternate billing software. When this happens, you can manually mark these invoices as “paid” within Growth Suite to avoid confusion.
There are numerous reasons why you or your clients may want PDF copies of invoices and receipts.
Perhaps you’d like to manually send your client a PDF invoice for a more personal touch, or your client may request a PDF receipt to pass on to their accounting department for approval. Of course, having receipts in PDF format on hand is good practice for general file keeping.
With Growth Suite, both you and your clients have access to PDFs of all upcoming and current invoices as well as previous receipts.
Your clients also have the ability to download invoices and receipts in the Client Portal.
From initial generation to payment failure, invoices can find themselves in a varying number of statuses. There are 6 common statuses within Growth Suite:
This subscription is active and will continue to charge your client’s payment method on file on the recurring cadence. No action to take here – just sit back and relax!
This subscription is awaiting client action. Your client has been notified to log into the client portal and accept the invoice as well as upload a payment method if there isn’t already one on file.
The subscription has been accepted by your client and is ready to begin on the scheduled start date. No action is needed here as we will handle the charge behind the scenes on the expected due date that you selected.
The subscription is still active, however, it will not renew again when the current billing cycle ends. It is set to cancel on the date provided in the grey label.
The subscription is no longer active, your client is no longer being charged, and you are no longer receiving this revenue. Both you and your client can still access previous receipts associated with this invoice if applicable.
We were unable to process the payment and have notified your client via email. More than likely, their payment method on file needs to be updated. You can do this on your end when viewing their Client information or they can log into the client portal and update it.
The invoice has been created and soon will be charged. This status should not appear for longer than a few hours. Once the charge attempt as has been made, then it will change to either Paid or Unpaid status.
What if your client doesn’t approve the invoice before the scheduled due date? No worries, Growth Suite will backdate the invoice once they log in and accept it. Here is an example of a client who missed 4 monthly billing cycles before accepting the invoice:
If you have any questions our Happiness Engineers are here to help!
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