Effortlessly Manage Your Deposit Invoice Template for R&D

Deposit invoice template for R&D

hi in this video I'll be walking you through how you can utilize the invoice feature alongside paint Scout payment to get started let's take a look at an estimate from your customer's point of view well once your client receives the estimate reviews all of the details they'll be able to press the accept estimate button and digitally sign their signature from here they can now press the pay deposit button and enter in their credit card details once the payment is successful your customer will receive two emails the first a payment confirmation email and then the second any thank you email that you've previously set up for their initial acceptance let's pop back over to Pain Scale and see the changes that have happened over there so we'll refresh our browser and we'll see here that the status of the estimate has changed to accept it and we've also automatically generated an invoice you can see this invoice by clicking the drop down beside the send button and selecting view invoice you'll notice that it's already in partial status because we've already reported that deposit payment which can be seen in the payment section down below and also reflected in the subtotal box under the amount paid and you'll now be shown a new balance due to collect the remaining balance from your customer you can do it two ways the first is going to be sending this invoice as an email to do that press the send button ensure that your customer's email is correct and customize the body of the email and then press send once your customer opens that invoice they'll see the pay now button on top they can select that and enter in their credit card details again alternatively you can also collect payment on site to do that click the drop down beside the send button collect payment you can choose to either do a full amount or a custom amount so you can customize this if your client prefers to pay in installments once final payment has been made the invoice will be marked as paid and you'll see all of the payments Down Below in the payment section and the final balance due will show zero hopefully this is provided some clarification on how you can best use invoicing alongside Pain Scale payments if you have any questions feel free to reach out to our support team at support painscout.com and we're happy to help