Are you tired of trying to keep up with all your invoicing, exporting to multiple programs, and then trying to make sure they’re all paid on time? Let iCheckGateway’s new invoice management system do all the work!
iCheckGateway has launched a new invoice management system that gives merchants the ability to create and send invoices in just a few clicks. Customers are emailed directly from the invoice manager and have the ability to pay their bill online through iCheck by simply clicking a link in the email.
Once you have logged into the invoice management system, the dashboard shows a list of your open invoices where you can view the invoice number, customer name, invoice date, due date, invoice amount, and the paid confirmation code. You can also choose to view only “Paid Invoices” in the dropdown menu.
Late invoices are color-coded and can be viewed categorically in the “Due Date Status” dropdown menu by 1+ days late, 30+, 60+, 90+, and 120+ days late.
Adding a New Invoice
You can create a new invoice in the system by clicking “Add New Invoice” and filling in all the customer details. Fields include customer name, address, city, state, postal code, phone, and email address. You can also create an invoice number, add the invoice date and due date, and opt for the invoice to be emailed.
Alternatively, you can easily upload a CSV file with all your invoice details by clicking the “Upload Invoices” link. A sample CSV file has been provided for download.
Editing Invoice Details
By clicking “Select” next to a customer on the dashboard, merchants can view and edit invoice details.
Processing Invoice Payments
Merchants also have the option to process a payment by ACH or credit card directly within the invoice management system by clicking “Process Payment.” This payment is processed straight through iCheckGateway for simplified and consolidated reporting.
Once your invoices are ready to send to your customers, you can either “Select All” under the “To Be Emailed” column on the dashboard or you can select them individually and click “Send Invoices” at the top of the screen. Upon arrival at the “Send Invoices” screen, you can preview all the invoices you are about to send and blast them out to your customers by clicking “Send Invoices Now.”
Making a Payment through the Emailed Invoice
The emailed invoice your customer receives contains a link that leads to your company’s customized iCheckGateway payment portal where they can immediately make their payment online by check or credit card.
Your customer will receive a unique confirmation number when their payment has been approved and will also receive an email receipt.
All your payments will show up in your iCheckGateway account with matching invoice numbers for easy searching and reporting!
Get started today by calling Chris Hall at (859) 309-1634.
Coming soon: Quickbooks Invoice Management Integration!