Effortlessly Transfer Invoices for Businesses with airSlate SignNow

Transfer invoice for businesses

welcome back so in this video I'm going to be showing you how to request a payment directly from your wise business account this is a recently added feature so if you're looking to be able to collect payments and you want to collect it directly into your wise account this is the way you want to do it now remember this is for wise business and if you want to get a wise business account but you don't meet the requirements and you need an LLC or an EIN or anything else you can click the link in the description to get started and will help you form your LLC without further Ado here we go so you first go to the account that you want to receive the payments into and you see that we have a couple of options here so we have ADD convert send request and more so the more gives you access to your statements and whatnot but here we're going to request a payment so to do so um the first thing you want to do is to put out put up the amount so how much are you requesting so let's say we want to collect the payment of 500 from our client you can also enter what product or service where you're requesting for so let's say web design consultation and then it's going to ask you for the due date so this is optional but if you want to give your client like a deadline to pay then this is good to do so we're in December so let's click on that and I'm going to set this to 25th which is Christmas and then you click on continue you can also add a message to the customer so let's go add a message say here is the um payment link for the web design consultation as we discussed all right now that that is done you can also upload an invoice as an attachment to your payment request so if you've already created a payment invoice this is a good place to go if you don't know where to create an invoice you can go to somewhere called freeinvoicebuilder.com and you'll be able to create an invoice for free you can also create an account but you don't have to um we can just create the invoice right here so we have this we're going to put in the client's name then we're going to add the country and then we're going to put in the email address and then we're going to add the client address so we'll just say address here we're going to say website is and we get Sender details then um the recipient is Jane do and client email address is we're going to do that thing where we use and the country is United States or whatever country they are in and then we have we're just going to click on submit oh sorry there's a space here okay so we have those details we can add an invoice item we say web design consultation and then we see one quantity five hundred dollars we're not adding any taxes or anything like that and then we can download um let's say we want to download it as an account you can create an account there but we're just going to call this the invoice and then come back to wise and then we can drag that invoice and upload there so you see it's uploaded then we click on continue it will show you all the details that you've put together and you can also see the account details that you're sharing so you can see the US details here and Impressions from outside the US they'll see the details here as well and then once that's completed you can click on confirm and continue to send it over so now we have this um reset link now um the link is going to have expire in 22nd of January which means that this link will be available for roughly a month so um let's open or we can copy that link and we can open it to see what it looks like so you see what it looks like so it shows your company name and that your company is requesting payment from the client the client can download the invoice and they can see all the details that are available so it's a web design consultation which is our man due the clients can choose to pay via bank transfer so the details will be there client can pay through why so if your client has a wise account the client can pay directly and then um you know they can choose um other options as suggestions so right now it's not possible to use cards to pay but at least the client is able to do a bank transfer or pay via wise and wise is a very popular company but I know that wise is working on getting card payments um to work so that's something that's currently in beta and it's coming soon all right so that's it for this video If you're looking for how to share a wise link then this is what it looks like and you'll be able to receive payment directly into your wise business account if you need help with getting access to an LLC getting access to an EIN Skype account bank account whatever the case may be then you want to reach out to us and we'll help you get started I'll see you in the next video