Invoicing

• How to enable invoicing in Encyro?

  Learn how to start invoicing your clients using Encyro.

• Issue an invoice

  You can issue an invoice to any email address. You do not need to check if the customer has an Encyro account or not - you issue the invoice the same way.

• Collect payment with e-sign requests and proposals

  The Invoicing page displays a breakdown of your accounts receivable, organized into three sections: Open, Overdue, and Paid, Refunded, Void. Each section li...

• Require Payment For Secure Message and File Access

  You can send a secure message and files that require payment to view. Once any one recipient pays, all recipients can view the message...

• Create a Payment Page to Receive Payments Without Sending an Invoice

  Your Encyro payment page gives clients a quick and secure way to pay you...

• Branding, Design Theme, and Colors for your Invoice and Payment Page

  You can customize your invoices and payment page with a variety of designs, and incorporate your brand colors...

• Save & Edit templates for invoices

  Want to save time with recurring invoices? Learn how the Save Template feature helps you quickly re-use frequently sent invoices...

• Issue an invoice using a saved template

  Want to save time with recurring invoices? Learn how the Save Template feature helps you quickly re-use frequently sent invoices...

• Invoicing and Accounts Receivables, Collections, Aging

  The Invoicing page displays a breakdown of your accounts receivable, organized into three sections: Open, Overdue, and Paid, Refunded, Void. Each section li...

• Managing Saved Products, Fees, Taxes, Discounts

  To manage saved products, fees, taxes, and discounts, us...

• Passing on card fees to customers (Surcharging)

  Encyro simplifies the process of passing credit card processing fees to customers who choose to pay via credit card—if you opt to enable this feature. In ca...

• Send an E-Sign Request, Invoice, or Secure Message Similar to a Previously Sent One Without Creating a Template

  The “Send Similar” feature allows you to quickly reuse any message, invoice, or e-sign request you've previously sent. This eliminates the need to manuall...

• How are invoice totals calculated in Encyro?

  Our goal is to ensure accuracy and transparency in how your final total is determined. Below is an overview of how the total is calculated for invoic...

• Refunding, Voiding, or Manually Marking an Invoice, E-Sign Request, or Secure Message as Paid

  Instructions for invoices only apply to sent ones (not received). Instructions for e-sign requests and messages only apply to sent ones that includ...

• Paying an invoice in Encyro

  To pay an invoice you have received via Encyro, follow thes...