Send and collect payment
Once an invoice is finalized, it’s ready to go out. Send it from the invoice page or from its ⋯ menu in the list.
Send the invoice
Open the invoice and click Send invoice. Bias emails your customer a branded message with the invoice details, a Pay this invoice button and the invoice PDF attached.
The email goes to the customer’s email on file, or change the Recipient email for a single send. You can send the same invoice as many times as you need, for example as a nudge before the due date.
Note
Only finalized invoices can be sent. If you’re still editing, finalize the draft first. See Create an invoice.
The hosted payment page
Pay this invoice opens a payment page that Bias hosts. Your customer doesn’t need an account to pay.
On this page your customer can:
- Pay by card: Visa, Mastercard, American Express or Discover.
- Pay by US bank account (ACH).
- Pay with a saved payment method: a card they saved at checkout, or a card or bank account they added in the billing portal. To offer one you saved, choose Show on payment pages from its menu on the customer’s page.
- Review the line items, subtotal and total next to the payment form.
- Download the invoice PDF.
When the payment succeeds, the invoice is marked Paid and your customer gets a receipt, unless you turned off Receipts in Settings → Customer emails. The payment shows on the invoice and in your Payments tab.
A bank payment takes a few business days to settle. Until then the invoice shows as Processing, and it’s marked Paid once the money arrives. If the bank returns the payment, the invoice is owed again.
Note
The payment methods shown depend on what’s enabled for your account. Cards are always available. US bank account (ACH) appears when bank payments are enabled. With dual pricing on, the invoice shows card prices and bank account payments are discounted.
Share the payment link directly
To send the invoice your own way, such as in a chat or your own email, choose Copy payment link from Actions on the invoice, or from its ⋯ menu in the list. Anyone with the link can pay.
Automatic emails
In Settings → Customer emails, Invoices controls whether finalizing emails the invoice by default, Receipts whether customers get a receipt when an invoice is paid and Credit notes whether they’re told when you credit an open invoice. Clicking Send invoice always emails the invoice.
You can also schedule payment reminders a set number of days after an invoice is sent or after its due date.
Test before you go live
In a sandbox, pay an invoice with a test payment method, such as card 4242 4242 4242 4242, and check that the invoice becomes Paid. No real money moves in a sandbox.