The Invoice App enables customers to interact with finance-related documents such as quotes, invoices, and credit notes online without needing a login.
Some document links, like quotes, expire after a set period and will no longer be available past their expiry date.
1
Invoice
When an invoice is sent, the customer receives an email with a link to view it via the Invoice App.
They can:
- View the Invoice
- Pay the Invoice
- Download a PDF copy of the Invoice
2
Quotes
When a quote is sent, the customer receives an email with a link to view it via the Invoice App.
They can:
- View the Quote
- Accept / Decline the Quote
- Download a PDF copy of the Quote
An Event Alert will appear on your Wisenet Dashboard when a customer accepts or declines a quote.
3
Credit Notes
When a credit note is sent, the customer receives an email with a link to view it via the Invoice App.
They can:
- View the Credit Note
- Download a PDF copy of the Credit Note
