Send and Receive Payment for Invoices

Simplify your back office by sending invoices to vendors and suppliers in Expensify. Invoices can be sent to anyone with or without an Expensify account and paid directly to your business bank account through Expensify.

How to send an invoice in Expensify

  1. Sign in to your Expensify web account
  2. Customize your company invoices following the steps in this help article. (Optional)
  3. From the Reports page, click the drop-down and select Invoice.
  4. Click Add Expense to upload an invoice or drag and drop the invoice as a pdf into the report to start the SmartScan process.
  5. Once the SmartScan process is complete, the invoice PDF will be added as a receipt to the expense
  6. Add applicable tags and categories based on your workspace settings.
  7. Click Send
  8. Enter the recipient’s email address
  9. Add a memo, due date, attach a PDF of the invoice (Optional)
  10. Click Send
  11. The recipient will receive an email about the invoice and can pay through Expensify following these steps.

From the Reports page, click New Report and select Invoice

Click Send and enter the recipients email address

How to Receive an Invoice Payment in Expensify

  1. To use Expensify payments, you must have a business bank account connected to your Expensify account.
  2. Ensure the payment details are on the invoice sent to the payor.
  3. The payor will receive a notification of the submitted invoice.
  4. They will have the option to pay the invoice through Expensify.
FAQ

Are there any fees associated with Invoices in Expensify?

No, Invoices are part of the Control Plan.

Can Invoices be revised once they are sent?

If you sent an invoice by mistake, you can click Undo Send on the invoice to revoke it. If you’d like to add more details to a sent invoice, you can add those as a Report comment for everyone to view.

How do I communicate with the payor

You can communicate with the payor through Report comments.

What’s the difference between an Invoice and an Expense Report in Expensify?

An invoice is an expense submitted to a client or contractor for payment. An expense report is an expense or group of expenses submitted to an employer for reimbursement.

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