From 2347aa16aa6f977f67b100abc7ecbc0ed0d1439a Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Mon, 14 Oct 2024 13:13:32 +0800 Subject: [PATCH 1/9] Create Pay-an-Invoice.md Community migration project- moving Paying an Invoice into the Help Site. --- .../payments/Pay-an-Invoice.md | 65 +++++++++++++++++++ 1 file changed, 65 insertions(+) create mode 100644 docs/articles/expensify-classic/bank-accounts-and-payments/payments/Pay-an-Invoice.md diff --git a/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Pay-an-Invoice.md b/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Pay-an-Invoice.md new file mode 100644 index 000000000000..84fafc949527 --- /dev/null +++ b/docs/articles/expensify-classic/bank-accounts-and-payments/payments/Pay-an-Invoice.md @@ -0,0 +1,65 @@ +--- +title: Pay an Invoice +description: A guide to different methods of paying an invoice +--- + +
+ +There are multiple ways to pay Invoices in Expensify. Let’s go over each method below. + +# How to Pay Invoices + +1. Sign in to your [Expensify web account](www.expensify.com). +2. Click on the Invoice you’d like to pay to see the details. +3. Click on the **Pay** button. +4. Follow the prompts to pay through one of the following methods. + +### ACH bank-to-bank transfer + +To use this payment method, you must have a [business bank account connected to your Expensify account](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-US-Business-Bank-Account). + +**To pay with an ACH bank-to-bank transfer:** +1. Sign in to your [Expensify web account](www.expensify.com). +2. Go to the **Home** or **Reports** page and locate the Invoice that needs to be paid. +3. Click the **Pay** button to be redirected to the Invoice. +4. Choose the ACH option from the drop-down list. + +**Fees:** None + +### Credit or Debit Card +This option is available to all US and International customers receiving an invoice from a US vendor with a US business bank account. + +**To pay with a credit or debit card:** +1. Sign in to your [Expensify web account](www.expensify.com). +2. Click on the Invoice you’d like to pay to see the details. +3. Click the **Pay** button. +4. Enter your credit card or debit card details. + +**Fees:** 2.9% credit card payment fee. + +### Venmo +If both you and the vendor must have Venmo connected to Expensify, you can pay the Invoice by following the steps outlined [here](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/Third-Party-Payments#setting-up-third-party-payments). + +**Fees:** Venmo and Paypal.me charges may apply. + + +### Pay outside of Expensify +If you are unable to pay using one of the above methods, you can still mark the Invoice as paid. This will update its status to indicate that the payment was made outside Expensify. + +**To mark an Invoice as paid outside of Expensify:** +1. Sign in to your [Expensify web account](www.expensify.com). +2. Click on the Invoice you’d like to pay to see the details. +3. Click the Pay button. +4. Choose **I’ll do it manually**. + +**Fees:** None. + +{% include faq-begin.md %} + +## What’s the difference between an Invoice and an Expense Report in Expensify? +An invoice is an expense submitted to a client or contractor for payment. An expense report is an expense/group of expenses submitted to an employer for reimbursement. + +## What’s the difference between a Bill and an Invoice in Expensify? +A Bill is an amount owed to a payee (usually a vendor or supplier) and is usually created from a vendor invoice. An Invoice is a receivable and indicates an amount owed to you by someone else. + +{% include faq-end.md %} From 606e2b95e3700bf37e9a6cdb13ee856b9a446cda Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Mon, 14 Oct 2024 13:25:12 +0800 Subject: [PATCH 2/9] Create Send-Receive-for-Invoices.md Moving Invoice articles from the community into the Help Site --- .../expenses/Send-Receive-for-Invoices.md | 38 +++++++++++++++++++ 1 file changed, 38 insertions(+) create mode 100644 docs/articles/expensify-classic/expenses/Send-Receive-for-Invoices.md diff --git a/docs/articles/expensify-classic/expenses/Send-Receive-for-Invoices.md b/docs/articles/expensify-classic/expenses/Send-Receive-for-Invoices.md new file mode 100644 index 000000000000..c6fcd3a9a38c --- /dev/null +++ b/docs/articles/expensify-classic/expenses/Send-Receive-for-Invoices.md @@ -0,0 +1,38 @@ +--- +title: Send and Receive Payment for Invoices +description: How to Send and Receive Payments for Invoices +--- + +Simplify your back office by sending invoices to vendors and suppliers in Expensify. Invoices can be sent to anyone with or without an Expensify account and paid directly to your business bank account through Expensify. + +## How to send an invoice in Expensify + +1. Sign in to Expensify on the web. +2. Customize your company invoices following the steps in this [help article](https://help.expensify.com/articles/expensify-classic/workspaces/Set-Up-Invoicing). (Optional) +3. From the **Reports** page, click the drop-down and select **Invoice**. +4. Upload a PDF/image of the invoice. +5. Add applicable tags and categories based on your workspace settings. +6. Click **Send**. + +## How to Receive an Invoice Payment in Expensify + +1. To use Expensify payments, you must have a [business bank account connected to your Expensify account](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-US-Business-Bank-Account). +2. Ensure the payment details are on the invoice or the report sent to the payor. +3. The payor will receive a notification of the submitted invoice. +4. They will have the option to pay the invoice through Expensify. + +{% include faq-begin.md %} + +## Are there any fees associated with Invoices in Expensify? +No, Invoices are part of the [Control Plan](https://help.expensify.com/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription#change-group-plan). + +## Can Invoices be revised once they are sent? +If you sent an invoice by mistake, you can click **Undo Send** on the invoice to revoke it. If you’d like to add more details to a sent invoice, you can add those as a [Report comment](https://help.expensify.com/articles/expensify-classic/reports/Add-comments-and-attachments-to-a-report) for everyone to view. + +## How do I communicate with the payor +You can communicate with the payor through [Report comments](https://help.expensify.com/articles/expensify-classic/reports/Add-comments-and-attachments-to-a-report). + +## What’s the difference between an Invoice and an Expense Report in Expensify? +An invoice is an expense submitted to a client or contractor for payment. An expense report is an expense or group of expenses submitted to an employer for reimbursement. + +{% include faq-end.md %} From e9e44a52582f554a01258fbc54fc5df437337716 Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Mon, 14 Oct 2024 13:36:37 +0800 Subject: [PATCH 3/9] Update and rename Send-Receive-for-Invoices.md to Send-and-Receive-Payment-for-Invoices.md Made a few edits to the send and receive payments for invoices article after reviewing the draft. --- ...nvoices.md => Send-and-Receive-Payment-for-Invoices.md} | 7 ++++--- 1 file changed, 4 insertions(+), 3 deletions(-) rename docs/articles/expensify-classic/expenses/{Send-Receive-for-Invoices.md => Send-and-Receive-Payment-for-Invoices.md} (88%) diff --git a/docs/articles/expensify-classic/expenses/Send-Receive-for-Invoices.md b/docs/articles/expensify-classic/expenses/Send-and-Receive-Payment-for-Invoices.md similarity index 88% rename from docs/articles/expensify-classic/expenses/Send-Receive-for-Invoices.md rename to docs/articles/expensify-classic/expenses/Send-and-Receive-Payment-for-Invoices.md index c6fcd3a9a38c..c2ebb64b0af6 100644 --- a/docs/articles/expensify-classic/expenses/Send-Receive-for-Invoices.md +++ b/docs/articles/expensify-classic/expenses/Send-and-Receive-Payment-for-Invoices.md @@ -3,11 +3,12 @@ title: Send and Receive Payment for Invoices description: How to Send and Receive Payments for Invoices --- -Simplify your back office by sending invoices to vendors and suppliers in Expensify. Invoices can be sent to anyone with or without an Expensify account and paid directly to your business bank account through Expensify. +Simplify your back office by sending invoices to vendors and suppliers in Expensify. +Invoices can be sent to anyone with or without an Expensify account and paid directly to your business bank account through Expensify. ## How to send an invoice in Expensify -1. Sign in to Expensify on the web. +1. Sign in to your [Expensify web account](www.expensify.com) 2. Customize your company invoices following the steps in this [help article](https://help.expensify.com/articles/expensify-classic/workspaces/Set-Up-Invoicing). (Optional) 3. From the **Reports** page, click the drop-down and select **Invoice**. 4. Upload a PDF/image of the invoice. @@ -17,7 +18,7 @@ Simplify your back office by sending invoices to vendors and suppliers in Expens ## How to Receive an Invoice Payment in Expensify 1. To use Expensify payments, you must have a [business bank account connected to your Expensify account](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-US-Business-Bank-Account). -2. Ensure the payment details are on the invoice or the report sent to the payor. +2. Ensure the payment details are on the invoice sent to the payor. 3. The payor will receive a notification of the submitted invoice. 4. They will have the option to pay the invoice through Expensify. From e71f9f497b1497d312546d8998b51c25b70c80f7 Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Mon, 14 Oct 2024 13:38:30 +0800 Subject: [PATCH 4/9] Update Pay-an-Invoice.md Made one small change to the PR after reviewing the draft. From 64ddf400ff388d8a669a433784923d29ef720b5e Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Mon, 14 Oct 2024 13:55:08 +0800 Subject: [PATCH 5/9] Update redirects.csv Adding redirect for updated docs/articles/expensify-classic/expenses/Send-and-Receive-Payment-for-Invoices.md name --- docs/redirects.csv | 1 + 1 file changed, 1 insertion(+) diff --git a/docs/redirects.csv b/docs/redirects.csv index 37e56f31c78d..c9e4457e6bb1 100644 --- a/docs/redirects.csv +++ b/docs/redirects.csv @@ -584,3 +584,4 @@ https://community.expensify.com/discussion/6699/faq-troubleshooting-known-bank-s https://community.expensify.com/discussion/4730/faq-expenses-are-exporting-to-the-wrong-accounts-whys-that,https://help.expensify.com/articles/expensify-classic/connect-credit-cards/company-cards/Company-Card-Settings https://community.expensify.com/discussion/9000/how-to-integrate-with-deel,https://help.expensify.com/articles/expensify-classic/connections/Deel https://community.expensify.com/categories/expensify-classroom,https://use.expensify.com +https://help.expensify.com/articles/expensify-classic/articles/expensify-classic/expenses/Send-Receive-for-Invoices,https://help.expensify.com/articles/expensify-classic/articles/expensify-classic/expenses/Send-and-Receive-Payment-for-Invoices.md From 26101ee443f8576cb24c0d59308ab073622fd6c8 Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Mon, 14 Oct 2024 14:01:05 +0800 Subject: [PATCH 6/9] Update Connect-US-Business-Bank-Account.md We shouldn't use the word reimbursements for invoices - I updated the wording to payment --- .../bank-accounts/Connect-US-Business-Bank-Account.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-US-Business-Bank-Account.md b/docs/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-US-Business-Bank-Account.md index 1ad70117ed5c..49aaa480e2dc 100644 --- a/docs/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-US-Business-Bank-Account.md +++ b/docs/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-US-Business-Bank-Account.md @@ -8,7 +8,7 @@ You can choose to connect either a business deposit-only account that only recei | Business deposit-only account | Verified business account | |---------------------------------------------------|------------------------------------------------------| -| ✔ Receive reimbursements for invoices | ✔ Reimburse expenses via direct bank transfer | +| ✔ Receive payments for invoices | ✔ Reimburse expenses via direct bank transfer | | | ✔ Pay bills | | | ✔ Issue Expensify Cards | From c61b7108e70c15adce7b3a1aa0019383fbb5dcf8 Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Mon, 14 Oct 2024 15:08:30 +0800 Subject: [PATCH 7/9] Create Bulk-Upload-Multiple-Invoices.md Migrating community articles in to Help Site - related to this GH https://github.com/Expensify/Expensify/issues/433757 --- .../expenses/Bulk-Upload-Multiple-Invoices.md | 48 +++++++++++++++++++ 1 file changed, 48 insertions(+) create mode 100644 docs/articles/expensify-classic/expenses/Bulk-Upload-Multiple-Invoices.md diff --git a/docs/articles/expensify-classic/expenses/Bulk-Upload-Multiple-Invoices.md b/docs/articles/expensify-classic/expenses/Bulk-Upload-Multiple-Invoices.md new file mode 100644 index 000000000000..6257c1e6d84d --- /dev/null +++ b/docs/articles/expensify-classic/expenses/Bulk-Upload-Multiple-Invoices.md @@ -0,0 +1,48 @@ +--- +title: Bulk Upload Invoices +description: How to Bulk Upload Invoices +--- + +Expensify offers importing multiple invoices (bulk import) via CSV to save you from manually creating individual invoices. + +## Uploading Invoices into Expensify + +1. Click the **Reports** tab. +2. Click the **New Report** drop-down. +3. Select **Bulk Import Invoices**. +4. Click the sample CSV link to download your custom CSV template to your browser or computer. +5. Add the invoice details following the formatting rules (see below **CSV formatting guide** section) +6. Click **Upload CSV** + +## CSV formatting guide + +- Send to: recipient's email address (ex: john.smith@companydomain.com) +- Share: email address (ex: julie.clarke@companydomain.com) +- Report Name: this will be the name of the Invoice report +- Merchant: business name of invoice sender +- Amount: use the number format in this column. Negative amounts cannot be invoiced. +- Date: YYYY-MM-DD formatting +- Due Date: YYYY-MM-DD formatting + +## After the Invoices are uploaded + +- After you click **Upload**, the invoices will automatically be created and viewable on the **Reports** page. +- The **Send To** contact will get an email notifying them of the invoice you sent. +- You can manually edit the invoice details. +- You can manually upload a PDF of the invoice to the report. + +{% include faq-begin.md %} + +## Are there any fees associated with Invoices in Expensify? +No, Invoices are part of the [Control Plan](https://help.expensify.com/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription#change-group-plan). + +## Can Invoices be revised once they are sent? +If you sent an invoice by mistake, you can click **Undo Send** on the invoice to revoke it. If you’d like to add more details to a sent invoice, you can add those as a [Report comment](https://help.expensify.com/articles/expensify-classic/reports/Add-comments-and-attachments-to-a-report) for everyone to view. + +## How do I communicate with the payor +You can communicate with the payor through [Report comments](https://help.expensify.com/articles/expensify-classic/reports/Add-comments-and-attachments-to-a-report). + +## What’s the difference between an Invoice and an Expense Report in Expensify? +An invoice is an expense submitted to a client or contractor for payment. An expense report is an expense or group of expenses submitted to an employer for reimbursement. + +{% include faq-end.md %} From b1c72682d0969d46e70714767a0d59730cf5612d Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Mon, 14 Oct 2024 15:13:06 +0800 Subject: [PATCH 8/9] Rename Bulk-Upload-Multiple-Invoices.md to Add-Invoices-in-Bulk.md Updating the title of the article to match another expenses article. --- .../{Bulk-Upload-Multiple-Invoices.md => Add-Invoices-in-Bulk.md} | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename docs/articles/expensify-classic/expenses/{Bulk-Upload-Multiple-Invoices.md => Add-Invoices-in-Bulk.md} (100%) diff --git a/docs/articles/expensify-classic/expenses/Bulk-Upload-Multiple-Invoices.md b/docs/articles/expensify-classic/expenses/Add-Invoices-in-Bulk.md similarity index 100% rename from docs/articles/expensify-classic/expenses/Bulk-Upload-Multiple-Invoices.md rename to docs/articles/expensify-classic/expenses/Add-Invoices-in-Bulk.md From ff032cd76ecfec07e0059a94113e2f206f2366fe Mon Sep 17 00:00:00 2001 From: Christina Dobrzynski <51066321+Christinadobrzyn@users.noreply.github.com> Date: Mon, 14 Oct 2024 15:17:14 +0800 Subject: [PATCH 9/9] Update redirects.csv Updated the article url to docs/articles/expensify-classic/expenses/Add-Invoices-in-Bulk.md --- docs/redirects.csv | 1 + 1 file changed, 1 insertion(+) diff --git a/docs/redirects.csv b/docs/redirects.csv index c9e4457e6bb1..628fa25fce06 100644 --- a/docs/redirects.csv +++ b/docs/redirects.csv @@ -585,3 +585,4 @@ https://community.expensify.com/discussion/4730/faq-expenses-are-exporting-to-th https://community.expensify.com/discussion/9000/how-to-integrate-with-deel,https://help.expensify.com/articles/expensify-classic/connections/Deel https://community.expensify.com/categories/expensify-classroom,https://use.expensify.com https://help.expensify.com/articles/expensify-classic/articles/expensify-classic/expenses/Send-Receive-for-Invoices,https://help.expensify.com/articles/expensify-classic/articles/expensify-classic/expenses/Send-and-Receive-Payment-for-Invoices.md +https://help.expensify.com/articles/expensify-classic/articles/expensify-classic/expenses/Bulk-Upload-Multiple-Invoices,https://help.expensify.com/articles/expensify-classic/articles/expensify-classic/expenses/Add-Invoices-in-Bulk