Tulloch PriestCo-founder, Gas Engineer Software · Co-founder of Gas Engineer Software

7. Paid Invoice & Integrations

10 Oct 2022 · 2 min

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1:37

In the final episode of the Ideal Workflow web series, Customer Success Manager Aaron walks viewers through the process of marking an invoice as paid using the web portal. He demonstrates locating the invoice, clicking the “Add Payment” button, and entering payment method, amount, and date. By checking a box, the system can automatically email the customer a notification of receipt and a copy of the invoice stamped with a paid watermark. Aaron then highlights the optional integration with Sage or QuickBooks, available on the Growth Plan, which automatically syncs invoices to the user’s accounting software, streamlining bookkeeping. He provides links to a help article and a 30‑minute demo for further assistance, and invites viewers to leave comments or contact support for any questions, concluding the series that covered the workflow from customer creation to payment collection.

Chapters

Hello and welcome to the final video in the Ideal Workflow web series. I am Aaron, the Customer Success Manager, and in this video we'll be discussing how to mark invoices as paid and how integrating with an accounts package software could save you time and hassle. Let's begin. From the web portal, go to the Invoice tab and find the invoice. And then on the right-hand side of the data table you can see an Add Payment button. Here you can put the method, amount, and date. Also, by ticking the box to send the customer an email to let them know you've received the payment, and also they will receive a copy of the invoice with a paid watermark across it. And you have now added the payment to the invoice. To make it even easier for you, we would recommend you use our integration with Sage or QuickBooks. This is available on the Growth Plan. By using the integrations, invoices will automatically sync to your Accounts package, making it easier to keep your bookkeeping in order. I will leave a link to the article in the description below. And that is the full iDE workflow. We've started from creating a customer all the way to getting paid for the work you've completed. I hope you found this series really useful. If you'd still like to learn more, I will leave a link in the description below to the 30-minute demo with one of our fantastic customer success team members. If you did have any questions throughout this series, please leave a comment below or contact us on any of the details listed in the description. I do hope once again you found this series useful, and until next time, thank you.