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Online Invoicing
Getting paid faster
There's no need for you to use multiple apps for your business. With Paymo you get project management, time tracking & invoicing in a single webapp, no hassles.
There are two ways to create invoices in Paymo:- You can manually create a new invoice
- You can create an invoice by using timesheet data, using the Add from Timesheet feature.
Add from Timesheet
To create invoices automatically using time stored in Paymo simply push the Add from Timesheet button located in the center of the invoice template. This action will pull all unbilled time for the project you are invoicing for and mark it as "billed."NOTE: The invoice must be saved for this feature to work.
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Recurring Invoices
Do you bill some clients on a recurring basis? Perhaps you bill a client the same amount every time as part of a retainer agreement. If so, Paymo's system allows you to create recurring invoices. Simply create an invoice and click on the checkbox next to "Recurring" near the top of the invoice. Once you do that, new fields will appear near the client's billing address on the invoice, allowing you to enter a start date, the frequency, and the number of occurrences. It even includes a box that you can click on to send the invoice automatically!
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Expense Tracking
Another extremely helpful Paymo feature is the ability to track expenses you may incur for a project and bill them to a particular client. When you create an invoice for a client and there are outstanding/unbilled expenses entered for that client, a button will appear on the invoice you created that, when clicked, will add the expenses directly to the invoice.
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Connect Paymo to your PayPal Account
If you have a PayPal account, you can invoice your clients with and allow your clients to pay through PayPal directly from your Paymo invoice! Simply to to: Company Settings > Invoicing > Online Payment > PayPal Add your PayPal account email address, and save your changes. Then, when you create any invoices in Paymo, at the top of each invoice you will have the option to click "PayPal" at the top. When this is clicked, your clients receive your invoice, and will have the option to "Pay via PayPal" with a button to take them directly to PayPal to make the payment. Once the invoice is paid via PayPal, it will automatically be marked as "paid" in Paymo. It's that easy! |
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