Invoicing Clients

How do I know if a client is paying by invoice rather than by Credit Card / PayPal?

• Option 1: We’ll tell you when you match with a client.
• Option 2: Your client may ask if they can pay the quote by invoice, wire transfer, bank transfer or ACH.
  • Or they may say something like: “We’ll get you set up as a vendor in our system so we can pay.”
  • In this case, reach out to HQ. We’ll work directly with your client to get them set up

What do I need to do differently if a client pays by invoice?

• We will handle all the set up including tax forms, bank details, accounting software (including bill.com).
• You do not need to set up anything.
• If your client has any questions about setting up billing / taxes, please redirect them to talk to HQ.
• If you are sending an escrow project / bill, you can send this over as normal. No change to your normal process.
• It’s not currently possible to invoice clients on subscriptions; instead we recommend sending over weekly / monthly bills.

My client has concerns / questions about how invoicing works

• Please direct any client questions / concerns about billing to us.

In my dashboard, can I tell if a client is paying by invoice?

• At the moment, there is no dashboard notification to let you know in your dashboard that a client will be paying by invoice.
• If an invoicing client accepts a “bill” from you, you may see the text “bill paid” in your dashboard. Please note that in the case of an invoicing client, the bill has not yet been paid. Instead, we’ve received the notification to send out the invoice.

Can I edit a quote?

• Yes, but please reach out to HQ before making any changes so we can advise on the best approach.
• Why? Essentially, editing a quote may cause delays in receiving payment.

Can I issue a refund or partial refund?

• Yes, but we ask that you reach out to HQ first to so we can process it as smoothly as possible.

When will I be paid?

• As we are typically sending an invoice that needs to be processed by an accounting department, there may be a delay in receiving payment.
• “net 30” (i.e. payment sent 30 days after an invoice is received) is a common payment timeframe for US brands.
• You are welcome to chat about payment terms with your client, e.g they may be happy to pay “net 15” or “net 7”

Can Storetasker work with Bill.com or other accounting software?

• Many of our invoicing clients use bill.com, and we are very happy to accommodate this or any other system the client prefers!

What happens after an invoice is sent?

• Once an invoice is sent, Storetasker will check in to make sure it was received correctly.
• If there are any delays in payment, we will follow up with the client to ensure payment is made as quickly as possible.

Questions about billing and invoicing?

• If you or your clients have any questions about billing or invoicing, please email Support. We will get back to you as soon as possible!