Sending Invoices
Not only can you create invoices in Rillet, you can send them to customers from within the platform as well. All of your invoices that need to be sent will be collected under the Workflow Snapshot section as Invoices to be sent.
These invoices all have a due date of today or earlier and have not been sent yet. Follow the steps below to send an invoice through Rillet.
Sending an Invoice Through Rillet
Click on Invoices to be sent. You’ll see a full list of all the invoices that need to be sent.
Find the invoice you’d like to send and click on the three dots in the far right column next to it. From the menu that appears, click Send.
A pop-up modal will appear, prompting you to review (or add) the email addresses you’d like to send the invoice to
Customer Emails - these are your customer email contacts
Organization Emails - this is your internal company email
Once you’ve confirmed all the recipient details, you can either elect to send yourself a preview of the invoice or send the invoice directly to the recipient by clicking either the Yes, confirm button or the Send me a preview button in the bottom right corner.
Once you send your invoice, its status will be changed from Unbilled to Unpaid, until the customer makes the payment.
Unless an invoice has a contact (email) added, you won’t be able to send it through Rillet and will be notified of such. To add a contact email, navigate to the customer's profile overview.
Marking an Invoice as Sent
In some cases, you may want or need to send an invoice to a customer through other means outside of Rillet. If that’s the case, you can mark that invoice as sent manually.
Follow the same steps above to navigate to your chosen unsent invoice and click on the three dots. Then, click Mark as Sent.
Just as in the sending invoice workflow, this will change your invoice's status from Unbilled to Unpaid, until your customer makes their payment.
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