The invoice email and paying online¶
What your customer receives when you send an invoice, and how they pay online.
For how to send an invoice, see Sending invoices. For pay links, see Online payments.
Who receives the invoice¶
The invoice goes to the billing contact on the customer's account. If the account has no billing contact, it goes to the customer the invoice was raised for. If the person it goes to has no email address, Lupa does not send the invoice, and it stays a draft.
What the email looks like¶
The email comes from your business name. By default the subject is Invoice, the invoice number, from, and your business name, for example "Invoice INV-a4f2c1-7 from Harbor Pet Care". You can change the Subject in the send dialog.
The email shows:
- your business name.
- the invoice number, the account name, and the billing contact's name and email address.
- any note you added in Commentary (optional, max 500 chars) when sending.
- the line items and the total.
- the due date, if the invoice has one, and any notes on the invoice.
The dates and line items depend on the kind of invoice:
- An invoice for a single job shows the invoice date and, when the invoice is for a visit, the service date. Each line shows the description, quantity, unit price and amount.
- An invoice for a period covers visits through a period end date. Lines are grouped by service location, one line per visit with its date and price, and a subtotal for each location. A visit dated outside the period is marked (outside invoice period).
The email ends with "This invoice was sent by", your business name, and "via Lupa".
When your customer replies¶
A reply to the invoice email comes back to your business. It appears in Comms in the same thread as the invoice. If you resend the invoice, the new email joins that thread too.
Paying online¶
The invoice email does not include a pay link. To let a customer pay online, request a pay link for the sent invoice and send it to them yourself, for example as a reply in Comms. See Online payments.
The pay link opens your QuickBooks company's own payment page. The customer pays there, so their card or bank details never reach Lupa. When QuickBooks reports the payment, Lupa marks the invoice paid.