Before sending a payment request to your customers, you need to first add an invoice with the payment details.
You can add a number of invoices you’d like to receive payment for at once, to make it easier for you to get paid.
All you need to do is upload a CSV file with all the invoice details.
1. Click the + button in the side menu
2. Click “Request”
3. Select “Upload a list of invoices”
4. Select to upload your CSV and follow the instructions to match the fields:
- Select the column for - Company name
- Select the column for Amount
- Select the column for Invoice number
- Select the column for Due date
5. Review and confirm