How to send a customer a payment link from the Talech website
How to send an Invoice / Payment link from Talech
There are 3 ways to send an invoice - I will be showing you how to send them from the customers page and checking to make sure there is not an outstanding invoice already.
From the home page
from the customer page
From the Invoices tab
Start by looking up your customer first to make sure we have not already sent them an invoice / have an outstanding invoice.
Go to the customers tab
Search for your customer
Click on them
Look at the invoices tab under activity
Select the invoice to review it and confirm that is has either been paid, or is outstanding.
If not, proceed to the +New Invoice option in the top right hand corner
You should now be on the Invoice Screen
Customer
Start by searching for the customer
Select them (You can edit their info after selecting them if you need to)
Terms and Additional Info
Add your payment terms (Due today, 30,60,90 day etc.)
Add any additional email to be copied
In the Additional notes field add the following that apply:
Service advisor: RO #123456
Parts advisor: Parts Invoice #123456,
Finance/Sales Manager: Customer #123456 and Deal#123456):
Items
Select add an Item (But do not add any new items, you have to click this to view the “Payment Request” option.)
Then select “Payment Request”
repeat this step for an additional invoice lines as needed
Select the 3 dots to add any additional notes to the payment request
