Managing Payments

Getting paid is the most important part of invoicing. Quinvy provides a streamlined process for your clients to submit payments and for you to review them.

The Payment Submission Flow

When you send an invoice link to your client (the Guest Invoice View), they will see an option to “Pay Now”.

1. Client Action: The client selects a payment method, transfers the funds, and uploads a “Proof of Payment” (like a transfer receipt).
2. Your Review: The submission appears on your dashboard. You can review the uploaded file and verify the amount.
3. Approval/Rejection: You can approve the payment (which updates the invoice status to Paid) or decline it if there is an issue.

Proof of Payment Attachments

To make reconciliation easy, clients can upload files directly to the invoice.

Great News for Free Plans! We’ve recently enabled the ability for customers on free-plan organizations to submit payment attachments. Now, all users can fully utilize the proof of payment upload interface regardless of their subscription tier.

Handling Partial Payments

If a client pays less than the total amount, Quinvy will automatically calculate the remaining balance. The invoice status will update to “Partially Paid” until the full amount is settled.

Refunding or Voiding

If a payment was recorded in error, you can void it. Quinvy’s system will automatically recalculate the invoice’s status and remaining balance based on any other approved payments.