How to Signup and use Due Invoicing
Important: In order to accept payments on Due Invoicing you’ll need to complete your settings. You do not need to use any other service in order to use Due Invoicing.
If you would like to accept credit card payments from your customer you will need to Enable Due Payments. If you haven’t yet enabled Due Payments, click here to learn how.
If you’re still sending invoices and receiving checks by mail, then you’re wasting valuable time and money. Online billing platforms like Due allow you to send invoices online and allows your customers to pay via credit cards, eChecks, and various other methods.
If you haven’t yet signed up for Due, you can do so here. If you already have a Due account, here’s a step by step walkthrough on how to use Due Invoicing:
1. Create a Due.com Account
Make sure you sign up for the right account type.
- If you’re operating under a legal business entity, choose the business account. Each account type will have different requirements. Most user’s processing payments with Due choose the ‘Business Account’ option.
- When filling out the rest of your account information, make sure it’s consistent with your Business information. Make sure the company email is consistent with your company name (if applicable).
2. Enable Due Payments
Click here to access the tutorial on enabling Due Payments so you can process credit and debit cards on your invoices.
3. Create an Invoice
This is the ‘Invoices’ tab. In this section, you can access and manage all of your past invoices. There will be more information on how to manage your invoices below.
- Select the green ‘ + ‘ symbol to create a new invoice.
A pop-up will come up where you will enter the initial invoice information
- If this is your first client, you can select ‘Create New Client’. This will bring you to a second pop-up (see below) where you will have to create a client. You can also select an existing client here.
- Here you can set the currency, Issue Date, and Due Date.
- Click ‘Next’ to continue
If you select ‘Create New Client’ you will be brought to this screen. If you selected an existing client, you’ll be brought straight to the invoice (see next).
- In order to successfully bill your client, you only need to include the client’s name and a valid email. However, we recommend including a billing address for accounting and bookkeeping purposes.
- Once you click ‘Create Client’ you’re client will be saved for future use and you’ll be brought to the invoice screen.
This is the top half of the invoice.
- This section will have the contact details for both your company and your client. Make sure all the information is entered correctly.
- Here you can add the product or services you are billing for. You can add as many products and or services as you want per invoice. Make sure each line item is as detailed as possible so your client knows exactly what they’re paying for.
- The total is automatically calculated as you change the values for quantity and rate. If you’re billing hourly, think of ‘quantity’ as the number of hours.
- Here you can add any additional taxes or fees on the invoice. The total will be automatically calculated.
This is the bottom half of the invoice. Here you can change the Due date, currency, and add any notes to the invoice.
Once you’ve completed filling out the invoice you’ll have the option to preview and save the invoice.
- If you select preview, you’ll be able to see how the invoice will be presented to your client.
- When you are creating an invoice, you’ll only be able to select ‘Save’. Once saved the invoice will be stored in the Invoice tab where you’ll have more options.
Once you click ‘Save’ you will be able to access your invoice in the ‘Invoice’ tab. In this tab you will be able to manage all of your past invoices. There will be a more detailed explanation of how to use this section below.
- Click the ‘Invoice’ tab to access your invoice
- If you’re looking to send the invoice, you’ll need to select the ‘View’ option. You can also edit and delete the invoice here.
Once you click ‘View’ you will be able to take a final look at your invoice before sending it. In addition to sending it, you have a few other options as well.
- You will have the following options when viewing your invoice: Pay, Mark as Paid, Edit, Send, Forward, Delete, and Print.
- The ‘Mark as Paid’ option is provided for individuals who receive payments outside of Due in the form of a check or others. Once you select this option, it cannot be undone.
- If you want to save the invoice as a PDF you can select the ‘Print’ option.
- When you’re ready to send the invoice off, you can go ahead and select the ‘Send’ option. Once your invoice is paid, you will receive an email confirmation of the completed payment.
Now that you know how to send an invoice, here’s where you will be able to access and manage all of your existing ones. Depending on how you search or filter, your invoices will appear below. The colors on the left of the invoice represent 4 things:
- Grey = Invoice Created
- Yellow = Invoice Sent
- Red = Invoice Overdue
- Green = Invoice Paid
- Make sure you’re in the Invoice tab.
- This is an overview of your payments.
- Outstanding payments represents the total amount owed to you from created or sent invoices. This is not to be confused with overdue payments.
- Overdue payments represents the total amount of payments owed to you by invoices past their due date.
- Received payments represents the total amount received.
- You can search for an invoice by entering any relevant information, whether it’s invoice number, client name, client email, etc… The list below will auto-populate results based on your search.
- You can also filter results by date, this is helpful for reconciliation.
- Choose a client if you’d like to only view invoices by a specific client.
- You can also filter by status. You’ll have the following options: Created, Sent, Viewed, Due, Paid, Overdue, and Refunded.
Now that you know how to use Due Invoicing you can now bill clients with ease. We are constantly working hard to keep our products well suited for our users at Due. Stay tuned for future updates and feel free to reach out to email@example.com with any questions or concerns.