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      Sending an Invoice

      Learn how to quickly collect payments by sending an invoice through the GoSite dashboard!

      Accepting credit card payments is a great way to diversify and grow your overall revenue. With GoSite's Payments tool, you'll be able to send invoices through your Dashboard and get paid by your customers faster than ever before! Keep reading to learn how to send an invoice and how to add the credit card processing fee to your invoice.

      Table of Contents

      Sending invoices with the Payments tool

      1. Log in to GoSite.

      2. Select "Payments" on the left-hand side of your screen.

      3. Click "Get Paid" in the top right corner.

      4. Click "Send an Invoice."

      5. Under "Bill To" select the customer you wish to send the invoice.

      6. Scroll down to "Invoice Details."

      7. Click the drop-down menu next to "Send via." Then, select whether you want to send the recurring invoice via "SMS" text, "Email," or both!

        Note: If you wish to send the invoice via SMS and Email, please ensure that all of the appropriate contact information is filled out under "Bill To."

         

      8. Click the drop-down menu next to "Send."

        1. Select "Immediately" to start the recurring invoice right away.

        2. Otherwise, click "Scheduled" to schedule the recurring invoice for a later date. Then, select the specific date from the calendar.

      9. Click the drop-down menu next to "Due Date."

      10. Specify how much time after receiving the invoice your customer will have to submit their payment.

      11. Scroll down to "Invoice Items."

      12. Select "Add Item."

      13. Click "Enter Item" to select which service you would like to schedule the recurring invoice for.

      14. Click the numbers under "QTY" and "Rate." Replace these numbers with the quantity of items you wish to charge for and the price of the item/service, respectively.


        Note: You must first add services to your GoSite dashboard before creating a recurring invoice. Furthermore, the "QTY" and "Rate" settings may vary or be predetermined depending on the type of service you have added.

      15. Scroll down to "Payments."

      16. If your company does not accept credit card payments, uncheck the box next to "Accept Credit Card." Otherwise, leave as is.

      Adding the cost of credit card processing into the total invoice

      It is best practice to include the cost of credit card processing (i.e service charge or processing fee) into the invoice before you send it! Follow the steps below to learn how to calculate the service charge for an invoice.

      1. Take the sum of all of your services and multiply it by .29 (or 2.9%).

      2. Then, take the number you got from step one and .30 cents.

      3. Click "Add Item."

      4. Add the result of your calculation from steps 1 and 2. This number represents the credit card processing fee for this invoice.

      5. Name the item "Service Charge" or "CC Processing Fee" and enter in the result under the "Rate" column.

      6. The credit card processing fee will now be on the invoice that you send your client.

       

       

      Still need help?

      Visit us at gosite.com to chat, or email us at help@gosite.com.