diff --git a/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Pay-an-Invoice.md b/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Pay-an-Invoice.md deleted file mode 100644 index 18020402f7de..000000000000 --- a/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Pay-an-Invoice.md +++ /dev/null @@ -1,71 +0,0 @@ ---- -title: Pay an Invoice -description: A guide to different methods of paying an invoice ---- - -
- -There are multiple ways to pay Invoices in Expensify. Let’s go over each method below. - -# How to Pay Invoices - -1. Sign in to your [Expensify web account](www.expensify.com). -2. Click on **Home** and find the pending Invoice payment -3. Click **Pay** to be redirected to the Invoice -4. Review the Invoice -5. When you are ready to pay, click the **Pay** button at the top of the Invoice -6. Follow the prompts to pay through one of the following methods. - -![Click Home and Pay on the invoice](https://help.expensify.com/assets/images/ExpensifyHelp_OldDot_PayInvoice_1.png){:width="100%"} - -![Click Pay on Invoice and choose a method of payment](https://help.expensify.com/assets/images/ExpensifyHelp_OldDot_PayInvoice_2.png){:width="100%"} - -### ACH bank-to-bank transfer - -To use this payment method, you must have a [business bank account connected to your Expensify account](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-US-Business-Bank-Account). - -**To pay with an ACH bank-to-bank transfer:** -1. Sign in to your [Expensify web account](www.expensify.com). -2. Go to the **Home** or **Reports** page and locate the Invoice that needs to be paid. -3. Click the **Pay** button to be redirected to the Invoice. -4. Choose the ACH option from the drop-down list. - -**Fees:** None - -### Credit or Debit Card -This option is available to all US and International customers receiving an invoice from a US vendor with a US business bank account. - -**To pay with a credit or debit card:** -1. Sign in to your [Expensify web account](www.expensify.com). -2. Click on the Invoice you’d like to pay to see the details. -3. Click the **Pay** button. -4. Enter your credit card or debit card details. - -**Fees:** 2.9% credit card payment fee. - -### Venmo -If both you and the vendor must have Venmo connected to Expensify, you can pay the Invoice by following the steps outlined [here](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/Third-Party-Payments#setting-up-third-party-payments). - -**Fees:** Venmo and Paypal.me charges may apply. - - -### Pay outside of Expensify -If you are unable to pay using one of the above methods, you can still mark the Invoice as paid. This will update its status to indicate that the payment was made outside Expensify. - -**To mark an Invoice as paid outside of Expensify:** -1. Sign in to your [Expensify web account](www.expensify.com). -2. Click on the Invoice you’d like to pay to see the details. -3. Click the Pay button. -4. Choose **I’ll do it manually**. - -**Fees:** None. - -{% include faq-begin.md %} - -## What’s the difference between an Invoice and an Expense Report in Expensify? -An invoice is an expense submitted to a client or contractor for payment. An expense report is an expense/group of expenses submitted to an employer for reimbursement. - -## What’s the difference between a Bill and an Invoice in Expensify? -A Bill is an amount owed to a payee (usually a vendor or supplier) and is usually created from a vendor invoice. An Invoice is a receivable and indicates an amount owed to you by someone else. - -{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Send-and-Pay-Invoices.md b/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Send-and-Pay-Invoices.md new file mode 100644 index 000000000000..f360172c4328 --- /dev/null +++ b/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Send-and-Pay-Invoices.md @@ -0,0 +1,140 @@ +--- +title: Invoice Payments +description: A guide to sending, receiving, and paying invoices in Expensify. +--- + +Managing invoices is easier than ever with Expensify. This guide walks you through sending invoices to vendors and suppliers, bulk importing invoices, and receiving and sending invoice payments. + +--- + +# Send an Invoice + +1. Sign in to your [Expensify account](https://www.expensify.com). +2. (Optional) Customize your company invoices using this [guide](https://help.expensify.com/articles/expensify-classic/workspaces/Set-Up-Invoicing). +3. Go to the **Reports** page, click the drop-down, and select **Invoice**. +4. Click **Add Expense** to upload an invoice or drag and drop the invoice PDF for SmartScan. +5. Once SmartScan completes, the invoice PDF will be added as a receipt to the expense. +6. Add applicable tags and categories based on workspace settings. +7. Click **Send**. +8. Enter the recipient’s email address. +9. (Optional) Add a memo, due date, and attach a PDF. +10. Click **Send**. +11. The recipient will receive an email with payment instructions. They can pay through Expensify by following [these steps](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/payments/Pay-an-Invoice). + +![From the Reports page, click New Report and select Invoice](https://help.expensify.com/assets/images/ExpensifyHelp_OldDot_SendInvoice.png){:width="100%"} + +![Click Send and enter the recipients email address](https://help.expensify.com/assets/images/ExpensifyHelp_OldDot_SendInvoice_02.png){:width="100%"} + +--- + +# Upload Invoices in Bulk + +1. Go to the **Reports** tab. +2. Click the **New Report** drop-down. +3. Select **Bulk Import Invoices**. +4. Download the sample CSV template. +5. Fill in the invoice details (see **CSV Formatting Guide** below). +6. Click **Upload CSV**. + +![Click Reports, New Reports, choose Bulk Import Invoices](https://help.expensify.com/assets/images/invoice-bulk-01.png){:width="100%"} + +![Download Sample CSV](https://help.expensify.com/assets/images/invoice-bulk-02.png){:width="100%"} + +![Format CSV following our guidelines](https://help.expensify.com/assets/images/invoice-bulk-03.png){:width="100%"} + +## CSV Formatting Guide + +- **Send To**: Recipient’s email (e.g., john.smith@company.com) +- **Share**: Additional email recipients (e.g., julie.clarke@company.com) +- **Report Name**: Invoice report title +- **Merchant**: Business name of invoice sender +- **Amount**: Numeric format (negative amounts not allowed) +- **Date**: YYYY-MM-DD format +- **Due Date**: YYYY-MM-DD format + +## After Uploading Invoices + +- Invoices appear on the **Reports** page. +- Filter by **Invoices** to locate them easily. +- The **Send To** contact receives an email notification. +- You can manually edit invoice details. +- A PDF can be manually attached to the report. + +![Search for Invoices on Reports page](https://help.expensify.com/assets/images/invoice-bulk-04.png){:width="100%"} + +![Invoices will indicate next steps at the top of each report](https://help.expensify.com/assets/images/invoice-bulk-05.png){:width="100%"} + +--- + +# Receive an Invoice Payment + +1. Ensure your [business bank account is connected](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-US-Business-Bank-Account). +2. Include your payment details on the invoice. +3. The recipient will receive an invoice notification. +4. They can pay the invoice via Expensify. + +--- + +# Pay Invoices + +You can pay an invoice in Expensify using various methods, including ACH bank transfers, credit or debit cards, and Venmo. If you’ve already paid outside of Expensify, you can mark the invoice as paid manually. + +## Paying an Invoice +1. Sign in to your [Expensify web account](www.expensify.com). +2. Go to Home or Reports and locate the invoice. +3. Click Pay. +4. Select a payment method from the options below. + +![Click Home and Pay on the invoice](https://help.expensify.com/assets/images/ExpensifyHelp_OldDot_PayInvoice_1.png){:width="100%"} + +![Click Pay on Invoice and choose a method of payment](https://help.expensify.com/assets/images/ExpensifyHelp_OldDot_PayInvoice_2.png){:width="100%"} + +--- + +# Payment Methods + +## ACH Bank-to-Bank Transfer +To use this method, you must have a [business bank account connected to Expensify](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-US-Business-Bank-Account): +1. Follow the steps under **Paying an Invoice**. +2. Select ACH from the payment options. + +**Fees: None**. + +## Credit or Debit Card +This option is available for US and international customers paying a US vendor with a US business bank account: +1. Follow the steps under **Paying an Invoice**. +2. Enter your credit or debit card details. + +**Fees: 2.9% credit card processing fee**. + +## Venmo +If both you and the vendor must have Venmo connected to Expensify, you can pay the Invoice by following the steps outlined [here](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/Third-Party-Payments#setting-up-third-party-payments). + +**Fees:** Venmo and Paypal.me charges may apply. + +## Marking an Invoice as Paid Outside Expensify +If you paid outside Expensify, you can update the invoice status: +1. Follow the steps under **Paying an Invoice**. +2. Select **I’ll do it manually**. + +**Fees: None**. + +--- + +# FAQ + +## Are there any fees for sending invoices in Expensify? +No, invoices are included in the [Control Plan](https://help.expensify.com/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription#change-group-plan). + +## Can invoices be revised after sending? +Yes, click **Undo Send** to revoke an invoice. To add details, use [Report Comments](https://help.expensify.com/articles/expensify-classic/reports/Add-comments-and-attachments-to-a-report). + +## How do I communicate with the payor? +Use [Report Comments](https://help.expensify.com/articles/expensify-classic/reports/Add-comments-and-attachments-to-a-report) for direct communication. + +## What’s the difference between an invoice and an expense report? +- **Invoice**: Sent to clients or contractors for payment. +- **Expense Report**: Submitted to an employer for reimbursement. + +## What’s the difference between a bill and an invoice in Expensify? +A Bill is an amount owed to a payee (usually a vendor or supplier) and is usually created from a vendor invoice. An Invoice is a receivable and indicates an amount owed to you by someone else. diff --git a/docs/articles/expensify-classic/expenses/Add-Invoices-in-Bulk.md b/docs/articles/expensify-classic/expenses/Add-Invoices-in-Bulk.md deleted file mode 100644 index 3e9b6c0397db..000000000000 --- a/docs/articles/expensify-classic/expenses/Add-Invoices-in-Bulk.md +++ /dev/null @@ -1,60 +0,0 @@ ---- -title: Bulk Upload Invoices -description: How to Bulk Upload Invoices ---- - -Expensify offers importing multiple invoices (bulk import) via CSV to save you from manually creating individual invoices. - -## Uploading Invoices into Expensify - -1. Click the **Reports** tab. -2. Click the **New Report** drop-down. -3. Select **Bulk Import Invoices**. -4. Click the sample CSV link to download your custom CSV template to your browser or computer. -5. Add the invoice details following the formatting rules (see below **CSV formatting guide** section) -6. Click **Upload CSV** - -![Click Reports, New Reports, choose Bulk Import Invoices](https://help.expensify.com/assets/images/invoice-bulk-01.png){:width="100%"} - -![Download Sample CSV](https://help.expensify.com/assets/images/invoice-bulk-02.png){:width="100%"} - -![Format CSV following our guidelines](https://help.expensify.com/assets/images/invoice-bulk-03.png){:width="100%"} - - -## CSV formatting guide - -- Send to: recipient's email address (ex: john.smith@companydomain.com) -- Share: email address (ex: julie.clarke@companydomain.com) -- Report Name: this will be the name of the Invoice report -- Merchant: business name of invoice sender -- Amount: use the number format in this column. Negative amounts cannot be invoiced. -- Date: YYYY-MM-DD formatting -- Due Date: YYYY-MM-DD formatting - -## After the Invoices are uploaded - -- After you click **Upload**, the invoices will automatically be created and viewable on the **Reports** page. -- Set the **Reports page** filter to Invoices to narrow down your search. -- The **Send To** contact will get an email notifying them of the invoice you sent. -- You can manually edit the invoice details. -- You can manually upload a PDF of the invoice to the report. - -![Search for Invoices on Reports page](https://help.expensify.com/assets/images/invoice-bulk-04.png){:width="100%"} - -![Invoices will indicate next steps at the top of each report](https://help.expensify.com/assets/images/invoice-bulk-05.png){:width="100%"} - -{% include faq-begin.md %} - -## Are there any fees associated with Invoices in Expensify? -No, Invoices are part of the [Control Plan](https://help.expensify.com/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription#change-group-plan). - -## Can Invoices be revised once they are sent? -If you sent an invoice by mistake, you can click **Undo Send** on the invoice to revoke it. If you’d like to add more details to a sent invoice, you can add those as a [Report comment](https://help.expensify.com/articles/expensify-classic/reports/Add-comments-and-attachments-to-a-report) for everyone to view. - -## How do I communicate with the payor -You can communicate with the payor through [Report comments](https://help.expensify.com/articles/expensify-classic/reports/Add-comments-and-attachments-to-a-report). - -## What’s the difference between an Invoice and an Expense Report in Expensify? -An invoice is an expense submitted to a client or contractor for payment. An expense report is an expense or group of expenses submitted to an employer for reimbursement. - -{% include faq-end.md %} diff --git a/docs/articles/expensify-classic/expenses/Send-and-Receive-Payment-for-Invoices.md b/docs/articles/expensify-classic/expenses/Send-and-Receive-Payment-for-Invoices.md deleted file mode 100644 index fde2c43e9d95..000000000000 --- a/docs/articles/expensify-classic/expenses/Send-and-Receive-Payment-for-Invoices.md +++ /dev/null @@ -1,48 +0,0 @@ ---- -title: Send and Receive Payment for Invoices -description: How to Send and Receive Payments for Invoices ---- - -Simplify your back office by sending invoices to vendors and suppliers in Expensify. -Invoices can be sent to anyone with or without an Expensify account and paid directly to your business bank account through Expensify. - -## How to send an invoice in Expensify - -1. Sign in to your [Expensify web account](www.expensify.com) -2. Customize your company invoices following the steps in this [help article](https://help.expensify.com/articles/expensify-classic/workspaces/Set-Up-Invoicing). (Optional) -3. From the **Reports** page, click the drop-down and select **Invoice**. -4. Click **Add Expense** to upload an invoice or drag and drop the invoice as a pdf into the report to start the SmartScan process. -5. Once the SmartScan process is complete, the invoice PDF will be added as a receipt to the expense -6. Add applicable tags and categories based on your workspace settings. -7. Click **Send** -8. Enter the recipient's email address -9. Add a memo, due date, attach a PDF of the invoice (Optional) -10. Click **Send** -11. The recipient will receive an email about the invoice and can pay through Expensify following these [steps](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/payments/Pay-an-Invoice). - -![From the Reports page, click New Report and select Invoice](https://help.expensify.com/assets/images/ExpensifyHelp_OldDot_SendInvoice.png){:width="100%"} - -![Click Send and enter the recipients email address](https://help.expensify.com/assets/images/ExpensifyHelp_OldDot_SendInvoice_02.png){:width="100%"} - -## How to Receive an Invoice Payment in Expensify - -1. To use Expensify payments, you must have a [business bank account connected to your Expensify account](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-US-Business-Bank-Account). -2. Ensure the payment details are on the invoice sent to the payor. -3. The payor will receive a notification of the submitted invoice. -4. They will have the option to pay the invoice through Expensify. - -{% include faq-begin.md %} - -## Are there any fees associated with Invoices in Expensify? -No, Invoices are part of the [Control Plan](https://help.expensify.com/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription#change-group-plan). - -## Can Invoices be revised once they are sent? -If you sent an invoice by mistake, you can click **Undo Send** on the invoice to revoke it. If you’d like to add more details to a sent invoice, you can add those as a [Report comment](https://help.expensify.com/articles/expensify-classic/reports/Add-comments-and-attachments-to-a-report) for everyone to view. - -## How do I communicate with the payor -You can communicate with the payor through [Report comments](https://help.expensify.com/articles/expensify-classic/reports/Add-comments-and-attachments-to-a-report). - -## What’s the difference between an Invoice and an Expense Report in Expensify? -An invoice is an expense submitted to a client or contractor for payment. An expense report is an expense or group of expenses submitted to an employer for reimbursement. - -{% include faq-end.md %} diff --git a/docs/redirects.csv b/docs/redirects.csv index f630ac568004..eb5c8eda8acd 100644 --- a/docs/redirects.csv +++ b/docs/redirects.csv @@ -654,4 +654,7 @@ https://help.expensify.com/articles/expensify-classic/domains/Create-A-Group,htt https://help.expensify.com/articles/expensify-classic/expenses/Navigate-the-Expenses-Page,https://help.expensify.com/articles/expensify-classic/expenses/Export-Expenses-from-the-Expenses-Page https://help.expensify.com/articles/expensify-classic/expenses/Export-expenses,https://help.expensify.com/articles/expensify-classic/expenses/Export-Expenses-from-the-Expenses-Page https://help.expensify.com/articles/expensify-classic/reports/Print-or-download-a-report,https://help.expensify.com/articles/expensify-classic/expenses/Export-Expenses-from-the-Expenses-Page +https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/payments/Pay-an-Invoice,https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/payments/Send-and-Pay-Invoices +https://help.expensify.com/articles/expensify-classic/expenses/Add-Invoices-in-Bulk,https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/payments/Send-and-Pay-Invoices +https://help.expensify.com/articles/expensify-classic/expenses/Send-and-Receive-Payment-for-Invoices,https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/payments/Send-and-Pay-Invoices https://help.expensify.com/articles/expensify-classic/expenses/Create-Expense-Rules,https://help.expensify.com/articles/expensify-classic/expenses/Expense-Rules