Questions? We have answers. We're here to help you get the most out of your invoicing solution.
To get started, choose the topic you’d like to explore.
How do I start using invoicing?
On the Chase Mobile ® App:
How do I create and send an invoice?
On the Chase Mobile App:
What fees are associated with invoicing?
There’s no additional monthly fee to create invoices, but if your customer pays by card, you’ll be charged 3.5% + 10 cents per transaction.
Who can create an invoice?
Only System Administrators for a business can create and manage invoices.
Can I customize my invoice link or payment portal page?
No. At this time, you can’t customize your invoice link or payment portal page.
Can I change my invoice number?
Currently, you can only set your invoice number when creating your first invoice. After that, you can’t edit your invoice number and it will increase by 1 with each new invoice.
How can I accept card payments for my invoices?
When creating a new invoice, select Credit or debit card option under "How do you want to get paid?" If you have more than one account enrolled in Chase QuickAccept℠, you can choose which account you’d like to use.
How can I accept Zelle ® payments for my invoices?
You can add your Zelle ID to your invoice to let your customer know you accept Zelle. When creating a new invoice, select Zelle as a payment option under "How do you want to get paid?" If you have multiple Zelle IDs, you can choose the ID you’d like to use for invoice payments. You must activate Zelle to use it as a payment option.
Once you receive a Zelle payment from your customer, you can manually mark the invoice as paid. To mark an invoice as paid, go to your invoice activity in "Collect & deposit." Then, open the invoice you’d like to adjust and choose the Mark as paid button.
How can I accept check payments for my invoices?
You can add check as an accepted payment method and include your mailing address to let your customer know where to send a check. When creating a new invoice, select Check option under "How do you want to get paid?" If you have more than one mailing address, you can choose which mailing address you’d like to use.
Once you receive a check payment from your customer, you can manually mark the invoice as paid. To mark an invoice as paid, go to your invoice activity in "Collect & deposit." Then, open the invoice you’d like to adjust and choose the Mark as paid button.
What does the invoice experience look like for my customer?
To see what the invoice experience looks like for your customer, paste an unpaid invoice link into your browser and follow the link.
Can my customer send partial payments?
No, partial payments are not supported at this time. Your customer must pay the full amount requested on your invoice.
