How do I know if a client is paying by invoice rather than by Credit Card / PayPal?

• Option 1: We’ll tell you when you match with a client.
• Option 2: Your client may ask if they can pay the quote by invoice, wire transfer, bank transfer or ACH.
  • Or they may say something like: “We’ll get you set up as a vendor in our system so we can pay.”
  • In this case, reach out to HQ. We’ll work directly with your client to get them set up

What do I need to do differently if a client pays by invoice?

• We will handle all the set up including tax forms, bank details, accounting software (including bill.com).
• You do not need to set up anything.
• If your client has any questions about setting up billing / taxes, please redirect them to talk to HQ.
• If you are sending an escrow project / bill, you can send this over as normal. No change to your normal process.
• It’s not currently possible to invoice clients on subscriptions; instead we recommend sending over weekly / monthly bills.

My client has concerns / questions about how invoicing works

• Please direct any client questions / concerns about billing to us.

In my dashboard, can I tell if a client is paying by invoice?

• At the moment, there is no dashboard notification to let you know in your dashboard that a client will be paying by invoice.
• If an invoicing client accepts a “bill” from you, you may see the text “bill paid” in your dashboard. Please note that in the case of an invoicing client, the bill has not yet been paid. Instead, we’ve received the notification to send out the invoice.

Can I edit a quote?

• Yes, but please reach out to HQ before making any changes so we can advise on the best approach.
• Why? Essentially, editing a quote may cause delays in receiving payment.

Can I issue a refund or partial refund?

• Yes, but we ask that you reach out to HQ first to so we can process it as smoothly as possible.

When will I be paid?