How to invoice your customers with Finli

This article goes over two ways to send invoices through Finli.

Finli offers you two different ways to invoice your customers: Instant Invoices and invoices created with Invoice Builder.

Instant Invoice

If you're looking to send out an invoice immediately for payment, you'll want to use Instant Invoice. Sending out an Instant Invoice takes less than 20 seconds, and businesses generally use it in place of Venmo or Zelle. Instant Invoices created through Finli are professional and are immediately reflected and recorded on your customer's account, making bookkeeping and accounting a breeze. 

For more information about how to set up and send an Instant Invoice, read this

Here are some instances in which you may want to use Instant Invoicing: 

  • You are on-the-go and on a mobile device (Instant Invoice is mobile friendly!)
  • A new customer needs to be invoiced immediately for a one-time purchase
  • You want to request an immediate payment from an existing customer (without waiting for a scheduled invoice to go out)
  • You want a customer to settle an irregular past-due amount
  • You have a "point of sale" transaction you want your customer to pay for before they leave with the item

Invoice Builder

If you're looking for more customizable features, like setting up subscription payments or a due date in advance, you'll want to use Finli's Invoice Builder. Setting up an invoice through the Invoice Builder takes only minutes. 

Here's more information about how to set up and send an invoice with Finli's Invoice Builder. 

Here's some of what you can customize with the Invoice Builder. You'll be able to:

  • Set up recurring invoices to go out on a set day of the week, month, quarter, or year
  • Set up subscriptions and other repeating expenses to charge a customer on auto-pay
  • Add repeating and one-time items to a draft invoice that will go out on a specified future date
  • Bulk add customers and price items to make receiving payments from your customers quick and easy