SkySlope Books provides the option for Brokerages to send Invoice Statement emails to any contacts. In this article, we will review the Invoices Statement email, viewing the invoice, and paying the invoice.
Important: Paying an invoice is only available for Brokerages that have set up the Payload.co integration.
Invoice Statement email
Important:
- The information will update real-time as payments are made on invoices or invoices are added
- The invoice statement Date Range will be entered by the brokerage prior to sending
- If there is a previous balance outstanding on invoices prior to that date range, they will be reflected in the total invoices and the amount due
- Therefore, you may see invoices with a date prior to the Invoice Statement Date Range on the invoice statement email and under the Unpaid tab within the Invoice Statement
1. Review & Pay will provide the contact with the ability to:
- Review the invoice statement details
- Pay the invoice - only if Payload.co has been setup by the Brokerage
2. Total Invoices: Number of invoices associated with the the total Amount Due
3. Date Range: The Invoice Statement Date Range entered by the Brokerage
4. Amount Due: The total amount due for any unpaid invoices for the date range entered, along with the previous balance due for any prior invoices to the Invoice Statement Date Range
Viewing the Invoice
After clicking on Review & Pay, the Invoice Statement details will be visible
1. Invoice Statement date range
2. Three tabs are available - Unpaid, Processing and Paid:
- Unpaid: Invoices that are in an unpaid status, including any invoices that are associated with a previous balance prior to the date range
- Processing: Invoices that have payments processing for the Invoice Statement date range
- Paid: Any payments that have been made within the Invoice Statement date range
3. Status, Date of Invoice, Amount, Invoice Number, Date
4. View the totals for the following fields here
- Previous Balance: Any balance due prior to the Invoice Statement date range
- Total Invoices: Number of invoices for the Invoice Statement date range
- Invoice Amount: Total amount for unpaid invoices within the Invoice Statement date range
- Paid Amount: Any paid amount(s) for the Invoices Statement date range
- Amount Due: The total amount due equals the Previous Balance, if any, plus the Invoice Amount less any paid amount
5. The Pay Invoice button will only be visible if your brokerage has enabled Money Transfers with Payload.co
Paying the Invoice
Important: The Pay Invoice option will only be visible/available if your brokerage has enabled Money Transfer with Payload.co
1. Click Pay Invoice
2. Payment Options: Depending on the accepted forms of payment the brokerage added to the invoice, you will see one or both the Financial Transfer and Credit Card options to pay the invoice
- Financial Transfer: Choose this option if you would like to pay the invoice directly from your bank account
- Credit Card: Choose this option if you would like to pay via credit card
3. Review & Pay: You have the option of paying the Full Amount or a Custom Amount
- Full Amount: Select and click Make Payment
- Custom Amount: Select and then enter the amount you would like to pay in the Payment field, then click Make Payment
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- Note: the amount entered will be automatically applied to your oldest invoice first
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4. Make Payment: After clicking here, depending on which payment option was selected, you may now enter your payment information, or select from previously entered data
- To learn more about making payments on invoices, see the Paying an Invoice (Payload.co) article and start with Step 3
Note: If you are paying multiple invoices, and your brokerage requires payment on those invoices to be made to two different bank accounts, you will see the following pop-up and you must select the Make Payment option for all line items in order to process the balance due
Updated
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