Transitioning to the new Get Paid experience

  • Updated

We're excited to introduce an enhanced Get Paid experience with powerful new features to streamline your payment operations. Here's everything you need to know about the new capabilities.

This guide includes the following:

What's new?

Professional invoicing made easy

Create and send branded invoices that reflect your company's identity. The new invoicing system offers:

  • Create and send invoices all from within your Get Paid dashboard.
  • Customizable company branding with your logo and colors.
  • The new advanced invoicing capabilities allow you to add a company logo, add line items, manage your invoice item catalog for easy invoicing, add discounts, apply taxes, and add service fees.
  • Line items, discounts, and service fees added to your invoice are automatically saved to your invoice item catalog.
  • Multiple attachment support for purchase orders and other documents.
  • Multiple payment options to suit your needs.
  • QR code integration for quick, secure payments.

Simplified customer management

Managing your customers just got easier! From the new Customer tab, you can view your customer list, see the total amounts paid by each customer, and see the total amount due. If you have an existing customer list, you can upload it as a CSV file for easy import. You can also search your customer list for quick access.

Automatic payment reminders

Say goodbye to manually reminding customers about payments and let automation work for you:

  • Set up customizable payment reminder schedules
  • Automatic notifications for upcoming due dates

We will notify your customers about upcoming due dates to ensure they never miss deadlines. In the settings, you can activate and customize your automatic reminders. Automatic payment reminders can also be overridden for individual invoices.

Customizing your experience

Tailor the Get Paid experience to your needs through your account settings:

  • Configure default invoice settings.
  • Set up your item catalog.
  • Manage tax rates and service fees.
  • Customize payment reminder schedules.

We're here to help

As you explore the new Get Paid experience, remember that all your existing data and functionality remain intact. We've designed this update to enhance your payment operations while keeping things familiar and intuitive.

Do you have questions? Our support team is ready to help you make the most of these new features. You can start a chat or submit a request through our help center.

Frequently Asked Questions

Here we will address the following important questions about the new experience:

How do I create an invoice?

You can create and send a professional, company-branded invoice from the Invoices tab. 

1- Select Get Paid from the left sidebar.

2- In the Invoices tab, select +Create Invoice.

3- Add your invoice details and customize as needed.

4- Preview and send your professional invoice.


How can I track my invoices?

Track your invoices from the Invoices tab to view status, due dates, amounts, and more. Use filters for quick access and management. The Customer tab provides additional tracking features, showing your customer list, invoice counts, total paid amounts, and outstanding balances.


Can I edit an invoice once it has been sent out?

Yes! You can edit an invoice until it's processed by the customer:

  1. Select Get Paid from the left sidebar.
  2. Find your invoice in the Invoices tab.
  3. Select the three dots on the right side.
  4. Choose Edit.

After editing, customers automatically receive the updated invoice via email. Once an invoice is marked as Processed, no further changes can be made to the invoice.


Can I send automatic payment reminders to customers?

Yes! You can easily configure the payment reminder notifications sent to customers for all your invoices. To configure these automatic reminders:

1- Select Settings from the left sidebar.

2- Under Get paid, select Notifications and reminders

Here, you can turn reminders on and customize them. You can also override these settings for individual invoices from the Invoices” tab.

1-  Go to the Invoices tab.

2- Find your invoice.

3- Select the three dots on the right of the invoice listing and select Send Reminder.


Can I cancel an invoice?

Yes, until the invoice is marked as Processed, you can cancel an invoice and notify your customer of the cancellation. When an invoice is marked as Processed, it means that the customer has paid the invoice.

1- Select Get Paid from the left sidebar.

2- Locate your invoice in the Invoices tab.

3- Select the three dots on the right side of the invoice you want.

4- Select Cancel Invoice.

5- From the pop-up check Notify my customer if you want to let them know the invoice was canceled. Then select Cancel Invoice to confirm cancellation. The invoice status will be updated to Cancelled


What if I already have a customer list elsewhere? Is there a way to import my customer list?

You can upload a CSV file of your existing customer list as a single file. To do this, follow these steps: 

1- Select Get Paid from the left sidebar.

2- Select the Customers tab.

3- Select the Import button at the top of your customer list.

You can then follow the instructions to import your full customer list.


Can I use my company's logo on my invoices?

You can upload your company logo in the account settings. You can even add your brand color! To upload: 

1- Select Settings from the left sidebar.

2- Under Company, select Company Settings.

3- Scroll down to the bottom of the Company settings and add or edit your logo

This logo will then appear at the top of all future invoices.


Updating your invoice line item catalog

While the new line items you add when creating an invoice are automatically added to your line item catalog, you can also easily manage these items from your account settings. Here, you can upload a list of items and services as a CSV file or add items manually. To access these settings, follow these steps:

1- Select Settings from the left sidebar.

2- Under Get Paid, select Invoice Items.

From here, you can manage your invoice line item catalog, tax rates, discounts, and service fees by choosing the appropriate tab. Select the three dots to the right of the listed item to edit or delete specific invoice items.


What if I just want to send a payment link?

Do you need to send a quick payment link? You can still do that! Create an invoice and choose "Share a payment link" to offer instant payment options while maintaining your records.

1- Select Get Paid from the left sidebar.

2- In the Invoices tab, select +Create Invoice.

3- Create the invoice.

4- Select Create and share.

5- In the sharing options, select Share a payment link.

6- Copy the payment link. 

This allows you to access the link and keep the invoice for reconciliation.


How to customize my invoice settings

You can easily configure the settings for new invoices. These global settings can also be overridden on individual invoices. To configure your invoice settings, follow these steps: 

1- Select Settings from the left sidebar.

2- Under Get Paid, select Invoice Settings.

Here, you can configure your invoice numbering format, personalize your invoice note memo on your invoices, and set your default payment options. You can save custom payment options on the invoice’s footer, online page, and email.


How can I add different tax rates for my invoices?

You can add a new tax rate when you create a new invoice. Select the pencil icon next to the preset tax rate to do this. The new tax rate you add will automatically be added to your list of existing tax rates. 

You can also add and manage different tax rates from your account settings. To access these settings, follow these steps:

1- Select Settings from the left sidebar.

2- Under Get Paid, select Invoice Items.

3- Select the Tax tab.

4- Select the Add tax button above the list to add a new tax rate.

From here, you can manage your invoice line item catalog, tax rates, discounts, and service fees by choosing the appropriate tab. To edit or delete a specific tax rate, select the three dots to the right of the listed rate.

 


 

 

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