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INVOICING

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Invoicing


What it does:  Slim CD invoicing allows a simple way to send payment requests to your customers.  You can save your customer information in Slim CD, or choose a customer on-the-fly.  Add the product description and price for each product, and you’re ready to send!  You can send the invoice via text or email to your customer, and they will receive a branded invoice with a “click to pay” link.  Once they pay, they will be able to print a receipt, and a receipt is automatically emailed to them as well as your main email on file, so you know instantly when a payment is made.

Once a customer has paid an invoice, their card can be kept securely on file for future invoice payments.  Their payment history is also only a click away under their customer profile.

 

Benefits and Examples:

  • Quickly send payment requests to your customers
  • Never touch a card number (out of PCI scope)
  • Secure storage of all customer information
  • Customer’s credit cards can be stored on-file for future payments    

 







 

How to Use Create an Invoice