Sending and Monitoring Email Invoices

Overview

Verosa Online allows you to send out email invoices for the customers to open and pay online. Email invoices you send from Verosa Online will be tracked by our email system and will automatically update once the customer has paid them. You’ll be able to see the payment status of the invoice as well as resend it from the invoices page.

Send Email Invoice

1. Go to the invoices page and click on the invoice that you want to send.
2. Scroll to the bottom of the invoice and click on the "Add Payment Info" button
3. Click on the "Payment Method" drop-down and select "Email"
4. Make sure the “To” field is correct on the email template and click "Save and Email Invoice"

Check Email Invoice Status

1. Go to the invoices page and find the invoice that you want to check. You can check the "Email Status" column to see the status of the email.
   • Sent: The email was sent successfully
   • Clicked: The customer has opened the email but not paid yet
   • Partially Paid: The customer has paid part of the invoice amount
   • Paid: The customer has paid the full invoice amount

Resend The Email Invoice

1. Go to the invoices page and find the invoice that you want to resend.
2. Click on the envelope button in the “Email Status” column to resend the email invoice. Please keep in mind that you can do this up to three times.
3. If you want to send the email invoice to another email address or have exhausted the envelope button you can send it from inside the invoice again.