What is Invoice Billing?

What is Invoice Billing through Rerun?

When you choose to set up an Invoicing payment stream (vs. an Automatic stream), you’ll be asked to select an email template. You can choose our email template, or simply create your own. Please make sure that the Pay Now merge tag is in the email you choose so that the customer can click on the Pay Now button when they receive an invoice. Attached is a screenshot of our sample template you can edit to your liking. Make sure to add this template into your <a href="http://support.rerunapp.com/kb/email-setup-communications/select-templates">Template Library</a> to use it for invoice billing.

Each time the due date for the Payment Stream comes up, the invoice is released to the customer where they have to click to pay.



What Happens if a Customer Doesn't Pay an Invoice?

If a customer does not pay an open invoice, you can choose to process a payment for the invoice if the customer has a payment method attached to them, or you can choose to delete the invoice, or resend the invoice to the customer. To do so:
  1. Go to the Customer tab
  2. Find the customer you are looking for
  3. Click on the Payment Activity sub-tab
  4. Under the Payment History section, you'll see a list of open/closed invoices
  5. Click on more actions (3 vertical dots) to process a payment, mark it as paid, delete it or resend it.

Please note: If an invoice is marked as paid or deleted, these *will not* sync to your accounting software. Only invoices that have been paid in Rerun will sync to your accounting software.

What Happens if a Customer Pays by Cash or Check or I Need to Enter the Payment Into Rerun Myself?

If a customer pays you outside of Rerun, whether it's through your accounting software, in person, mails a check, or any other means, you can mark the open invoice as closed. You can also process a payment manually this way as well.

There are two different ways to do this:

Option 1
  1. Go to the Customer tab
  2. Click on the Customer you wish to close the invoices for
  3. Go the Payment Activity tab for the customer and at the bottom under Payment History, you'll see a list of invoices that are currently open
  4. Click on the more actions (3 vertical dots) next to the invoice you want to address and click Mark as Paid (Select Cash, Check or Other) or choose to Process a Payment
  5. Click "OK" when you are done.
Option 2
  1. Go to the Activity tab
  2. Click on the By Invoice report under Invoices
  3. Here you will see a list of open invoices for customers, in which you can go ahead and do the same action as above
  4. Click on more actions (3 vertical dots) and choose to mark it as paid (Select Cash, Check or Other) or choose to Process a Payment
  5.  Click "OK" when you are done
Please note: If an invoice is marked as paid or deleted, these *will not* sync to your accounting software. Only invoices that have been paid in Rerun will sync to your accounting software.

How Do I Know When an Invoice is Paid?

You will receive an email notification when an invoice is paid with the customer name, payment stream, payment amount, invoice number and payment method. You'll be notified in real-time if an invoice is paid. 

You can also set up a payment receipt to send to the customer when an invoice has been paid. Under Email Automation, you can set up an email receipt to be sent to the customer when an invoice is paid. You can also view paid invoices if you view a specific customer in the Customer tab, and click on Payment Activity. Under the customers Payment History, an invoice will marked as "Closed" if it has been paid. You can also view paid invoices under the Activity tab, and click on "By Invoice" report. You can filter to view paid invoices or open invoices. You can also view a customers open amount and paid amount by going to the "By Customer" report under "By Invoice".
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