Tranch’s Send Invoice feature is the quickest and easiest way to share invoices or statement with payment options directly to clients. Watch the short video below, and follow along with the steps outlined to send invoices from Tranch.
Knowledge Base - Send Invoice 1.mov
On the left of your screen, select the ‘Send Invoice’ tab in the navigation menu.
Doing so will open the Send Invoice page that contains helpful tips for preparing to send an invoice from Tranch. When you’re ready, select ‘Send Invoice’ which will open a new tab.
When sending an invoice, you have two options: send an invoice to a new customer, or select an existing customer.
If sending to a new customer that you haven’t worked with via Tranch previously, you will be asked to input basic customer details. If selecting a customer that has utilized Tranch before, Tranch will auto-fill the customer’s details for you.
For a new customer, you will be asked to enter an email address. This address will be used to receive the invoice and accompanying payment receipt when payment is completed.
[Note: this step is skipped when selecting an existing customer. Additionally, if Tranch recognizes the email address entered, it will autofill the customer’s information].
Complete any unpopulated customer information and when ready, select ‘Continue.’
A preview of the invoice details will populate on the right as you input customer information.