To make the most of Online Invoices and let clients pay them online, you must connect with a Payment Gateway Provider. We also recommend adding a 'View Invoice' button to your emails and setting up notifications.
Clients can ask a question about the invoice from the online invoice viewer.
This is useful for follow-up questions about the invoice, e.g. queries on the amount charged, or queries about the work performed.
By default, AroFlo will remember the email address the Online Invoice was opened from and this will appear in brackets beside the question field. To use a different email address (e.g. if using a shared computer), click 'Not you?' and you'll be prompted to enter your email address.
Alternatively, if the invoice was not accessed via email, you'll be prompted to enter your email address.
If you accidentally clicked 'Not you?' and want to cancel this, close and reopen the side menu.
Your email address is used for sending you a notification when your question is responded to. If you leave the field blank, your question will still get sent but you will not be notified when there's a response to your question.
Click to see what the email looks like
Click Ask a Question
Type the question into the field.
The question will display on the quote in AroFlo as an invoice note, posted by Question. Click Reply to reply to the question and Save Reply once done. Your reply will display on the online invoice viewer.
The filter for questions added from the online invoice viewer as well as subsequent replies will automatically be set to 'Show Client'.
If a client asks a question on an online invoice, an email will automatically be sent to the Business Unit Manager.
This is useful for attaching things like before and after photos, certificates, and warranty information.
Attach Documents and Photos to the Invoice, as per normal.
Change the filter for each document and/or photo you want to be visible to 'Show Client' or 'Show All'
Alternatively, you can attach documents already attached to the task to the invoice. Use the down arrow next to Add Documents & Photos > Task Documents. This will remember the filter set for each document.
The selected documents will be available for your clients to view in the online invoice viewer, in the Documents area.