Reduce Disputes by issuing Customer Invoice
App Version: Android -3.2.4 / iOS - 2.72.46
Having customer approval and signature on an Invoice prior to starting a job is a proven method to reduce disputes.
Key benefits of the new Customer Invoice feature:
Send professional invoices straight from your phone with just a few clicks
Get customer signature either on site or via email or text
Set up default terms and share warranty information which will be included in every invoice
You can edit and resend the invoice if the job value changes
Watch this brief example to get started:
When creating a job you have the option to Invoice or Charge, click Invoice
A preview of your Invoice will show, you can choose to send the invoice to a remote customer or on site.
Your customer will receive the invoice for approval and send it back to you
Once Its signed, you will see the approved invoice in your job log:
Still need assistance?
Please reach out to us via the Talus Pay app chat.
We will be happy to help!