Send an invoice
You can send invoices directly from Expensify to notify customers that a payment is due.
To create and send an invoice,
- Click the + icon in the bottom left menu and select Send Invoice.
- Enter the amount due and click Next.
- Enter the email or phone number of the person who should receive the invoice.
- (Optional) Add additional invoice details, including a description, date, category, tag, and/or tax.
- Click Send.
- Tap the + icon in the bottom left menu and select Send Invoice.
- Enter the amount due and tap Next.
- Enter the email or phone number of the person who should receive the invoice.
- (Optional) Add additional invoice details, including a description, date, category, tag, and/or tax.
- Tap Send.
How the customer pays an invoice
Once an invoice is sent, the customer receives an automated email or text message to notify them of the invoice. They can use this notification to pay the invoice whenever they are ready. They will:
- Click the link in the email or text notification they receive from Expensify.
- Click Pay.
- Choose Paying as an individual or Paying as a business.
- Click Pay Elsewhere, which will mark the invoice as Paid.
Currently, invoices must be paid outside of Expensify. However, the ability to make payments through Expensify is coming soon.
FAQs
How do I communicate with the sender/recipient about the invoice?
You can communicate with the recipient in New Expensify. After sending an invoice, Expensify automatically creates an invoice room between the invoice sender and the payer to discuss anything related to the invoice. You can invite users to join the conversation, remove them from the room, and leave the room at any time.
Can you import and export invoices between an accounting integration?
Yes, you can export and import invoices between Expensify and your QuickBooks Online or Xero integration.
