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Sending and follow-up of an invoice

How can I send my invoice by Momenteo?

Nothing could be simpler!
  1. Click on « Invoices » in the left column of your page.
  2. Click on the desired invoice and then the « Sending » step.
  3. Click on « Send Invoice » button at the top right of the invoice.
  4. Insert the recipient's email address. If necessary, change the information displayed by default.
  5. Click on « Send Message » and your invoice will automatically send to your customer.

How can I send the invoice to several recipients?

Once on the invoice, click on Send. You can then enter the email addresses of all the recipients by separating them with a comma or semicolon.

How can I receive a copy of the invoice?

Of course! Simply check the box " Send me a copy in BCC " when sending an invoice.

How can I send the invoice from my email?

You can download the document (In PDF format) and attach the file to your email. When it is sent, click on the “Invoice sent” button at the top right of the invoice. The status of your invoice will then be changed to « Pending Payment ».

Is it possible to know when the customer has received / read my invoice ?

Go to the Invoices tab and then History to see where your contact is at with its tab.

Can I make changes to an invoice that has already been sent ?

Yes. Just go to your archives and select the invoice you wish to change. Modify it as you would like and leave it like that or resend it to your contact.

How can I change the subject of the message?

The message’s default subject is « Invoice » followed by the attached invoice number. However, you can change the subject of the message.
  1. View the desired invoice.
  2. Click on « Send Invoice », button at the top of the invoice.
  3. Edit the object in the« Title » box.

How can I view the status of an invoice sent?

Here's how to view the status of an invoice.
  1. Click on « Invoices » in the left column of your page.
  2. Select the customer or invoice.
  3. Click on « Follow-Up ».
  4. Go to the « Communication History » window.
  5. Check invoices status:
    -Processing
    -Sent to client
    -View by the client
    -The client clicked on the link
    -Abandoned

How can I edit an invoice number?

  1. Click on « Invoices » in the left column of your page.
  2. Click on the desired invoice and then the « Preparation » step.
  3. Click the line displaying the reference number and edit it.
  4. Click on « Save ».

How can I attach PDF files to my invoice submission?

If you wish, you can attach documents to your invoice shipment. This feature is convenient if you want to send your work simultaneously as an invoice.
  1. Click on « Invoices » in the left column of your page.
  2. Click on the desired invoice and then the « Sending » step.
  3. Click on « Send Invoice » button at the top right of the invoice.
  4. Insert the recipient's email address. If necessary, change the information displayed by default.
  5. Check the « Attach PDF » box and click « Attach one or multiple documents » and download the file.
  6. Click on « Send message ».
  7. Your invoice will then be automatically sent to your customer.

How can I attach files to my invoice submission?

If you wish, you can attach other documents to your invoice shipment. This feature is convenient if you want to send your work simultaneously as an invoice.
  1. Click on « Invoices » in the left column of your page.
  2. Click on the desired invoice and then the « Sending » step.
  3. Click on « Send Invoice » button at the top right of the invoice.
  4. Insert the recipient's email address. If necessary, change the information displayed by default.
  5. Check the « Attach one or multiple documents » box and download the file(s).
  6. Click on « Send message ».
  7. Your invoice will then be automatically sent to your customer.

How can I collect a payment?

For invoices that are set up with the payment method by PayPal, Stripe or Square, the status of your invoice will be changed to « Paid » as soon as payment is received in your account. You must cash the amount manually for invoices set up with other payment methods (check, cash, bank account, etc.).

How can I collect a payment manually?

  1. Click on « Invoices » in the left column of your page.
  2. Go to the « Pending Payment » column. All invoices sent are listed by reference number.
  3. Click on the desired invoice. The invoice details will be displayed.
  4. Click on the « Add Payment » button at the top right of the invoice.
  5. Enter the date of receipt of payment if it differs from today's date.
  6. Enter the amount. By default, Momenteo indicates the total amount of the invoice. Change the amount paid if it differs.
  7. Select the Payment Method used by your customer from the drop-down list (Credit Card, Debit Card, Credit, Online, PayPal, Stripe, Square or Bank Transfer).
  8. Write specific notes as needed.
  9. Click on « Add Payment ».