Sharing and sending invoices
Invoices start as drafts and nothing goes to your client until you send it. Email the invoice from Biller, or share its link any way you like.
Emailing an invoice
Open the invoice. In the Share with purchaser box, click Send to followed by your client's email address. Biller emails your client a link to the invoice.
The email shows your business name, the invoice number, the issue date, the amount due, and a link to view the invoice and payment options. If the invoice is already marked paid, the email reads as a receipt instead.
Once sent, the box shows when it went out, and the button changes to Resend to so you can send it again.
The send button only appears when Biller has an email for the invoice. That's either the email on the client's record or an email the client entered through self-fill. Invoices you create by hand have no client email to start with, so share their link instead.
What your client sees
The invoice page shows your business details, who it's billed to, the issue date, the description and amount, any tax, and the total. Below that is a How to pay section:
- Interac e-Transfer -- the email address to send to (the seller email on the invoice), the amount, and the invoice number to put in the message. (That message helps you recognise the payment; Biller doesn't read it when matching payments to invoices.)
- Pay by card -- if you've connected Stripe, your client can pay by credit card instead. See Card payments with Stripe.
Once the invoice is paid, the payment instructions are replaced with a "Paid on" message.
PDF download
Click Download PDF on the invoice page to get a PDF copy for printing, attaching to your own email, or your records. See Invoice PDFs.
Invoice statuses
Your Invoices page shows what you're owed and lets you filter by status:
| Status | Meaning |
|---|---|
| Draft | Unpaid, and not emailed from Biller yet. |
| Sent | Emailed to your client and not paid yet. |
| Partially paid | Some payment has been matched to it, but there's still a balance. |
| Overdue | Not paid in full more than 30 days after its issue date. |
| Paid | Paid in full. |
Need more help? Email us at help@biller.ca