How to Send an Invoice

The invoicing feature in Green Check Direct gives you the ability to send an invoice to your customers and collect payment via ACH.  If your customer is also using Green Check Direct, these payments will go through our Direct Pay functionality and have faster processing times than standard ACH.

Sending an Invoice:

1. In the left sidebar, select Invoices
2. Select Create/View Invoices
3. In the top right-hand corner, select Create a New Invoice
4. In the search field, start typing the customer's name.  If you've already worked with them or they are a Green Check Direct customer, they will show up for selection.  If they don't show up, click to create a new external customer.
5. Fill in the customer's information.  The email address you enter will be the email address used to send the invoice.
6. Next, add items to the invoice with a description, unit price and quantity.  It's good to be descriptive here in case of later audits or disputes, a third person viewing the invoice should understand what funds were collected for.
   
   

Once all steps are completed, you can submit the invoice it will be sent to the customer's email address.