Send and collect payment
Once an invoice is finalized, it’s ready to go out. Send it from the invoice page or from the ⋯ menu in the list.
Send the invoice
Open the invoice and click Send. Bias emails your customer a branded message with the invoice details, a Pay online link, and the invoice PDF attached.
You can send to the customer’s email on file or override the recipient for a single send. You can resend the same invoice as many times as you need — for example, as a nudge before the due date.
Note
The invoice must be finalized (status Open) before you can send it. If you’re still editing, finalize the draft first. See Create an invoice.
The hosted payment page
The Pay online link opens a hosted payment page that Bias hosts and secures for you. Your customer doesn’t need an account — they just pay.
On this page your customer can:
- Pay by card — Visa, Mastercard, American Express, and Discover.
- Pay by US bank account — an ACH bank transfer.
- Review the invoice — line items, subtotal, and total are shown alongside the payment form.
- Download the PDF — a copy of the invoice for their records.
When the payment succeeds, the invoice is marked Paid automatically and your customer receives a receipt. You’ll see the payment reflected on the invoice and in your Payments tab.
Note
The exact payment methods shown depend on what’s enabled for your account. Card is available everywhere; US bank account (ACH) appears when bank payments are enabled.
Share the payment link directly
You don’t have to email through Bias. To send the invoice your own way — in a chat, your own email, or a customer portal — open the invoice (or its ⋯ menu) and choose Copy payment link. Anyone with the link can pay.
Automatic emails
Whether Bias sends invoice emails for you is controlled by a single setting. When Send invoice emails is on, customers are notified automatically when you finalize an invoice or issue a credit note. When it’s off, nothing is emailed until you click Send yourself.
You can also schedule payment reminders that go out before or after the due date. Manage both in invoice settings.
Testing before you go live
In a sandbox, use a test payment method to pay an invoice end to end — for example card 4242 4242 4242 4242 — and confirm the invoice flips to Paid. No real money moves in a sandbox.