This article provides a visual guide and detailed breakdown of what your customers experience when you send them an invoice through Gusto Invoicing, ensuring you can support them through the payment process.
It contains the following information:
Receiving the invoice notification
When you issue an invoice and share it via email, your customer receives a professional email notification with all the necessary details.
The email includes:
- Vendor information: Your business name is clearly displayed, so the customer knows who is requesting payment.
- Invoice summary: The total amount due, invoice number, and the due date.
- PDF attachment: A PDF version of the invoice is attached directly to the email for their permanent records.
- Personalized message: Any custom note you included when creating the invoice.
- Contact details: Your contact email is provided in case they have questions.
- Call to action: A prominent Pay invoice button that leads to a secure payment page.
The secure payment page
Clicking the Pay invoice button opens a dedicated, secure webpage where the customer completes the transaction.
What your customer (payor) sees and can do:
- Review invoice details: The customer can see the full invoice breakdown and download the PDF if needed.
- Fixed payment amount: The payment amount is pre-selected and cannot be edited by the customer, ensuring you receive the exact amount due.
- Select payment method: Your customers can pay via card or bank transfer, depending on the options you selected when creating the invoice.
- Save their payment details: Customers can securely save their payment details to make future payments faster.
- Confirm Payment: Once details are entered, the customer selects Confirm and pay to finalize the transaction.
If you have connected your QuickBooks Online to Gusto Invoicing, your invoices will sync two-way automatically. This keeps your records up to date across both platforms without manual entry.