How do I send an invoice?

Here's an overview of how payments and invoicing work on Solace.

When your client signs up for an account or when they approve their contract, they'll be prompted to enter their Credit or Debit card information. We won't allow them to complete their contract until we've received their valid payment information.

To send an invoice, click the “Get Paid” icon, which is located on the left-hand navigation bar on your dashboard for computers, or via the upper right-hand corner on a mobile device.

Click “Create a new invoice” and select the client you'd like to invoice from the list that appears. 

Fill in the requested details, and easily switch between or include a combination of an "Hourly Work" line item, a "Manual Entry" line item, and an "Expense" line item.  

When you click “Preview & Send,” we'll capture the funds right away for depositing into your linked account within 3 to 5 business days. 

For a step-by-step walkthrough on sending an invoice and how to view its status after it's been sent, click the photo below to be taken to our tutorial video.

More detailed information on how billing works for retainers and bill-as-you-go contracts

There are two ways to bill clients on Solace: invoicing as needed or using a retainer.

Retainer:

If you use a retainer contract, the amount of that retainer will be charged in full when your client signs their contract. You will see that amount deposited into your linked account within 3 to 5 business days. To bill against the retainer, you will need to invoice for your billable time as you see fit. When you invoice against the retainer, we'll show the remaining balance on your copy of their contract with you, which you can view in the “Contracts” tab on your navigation bar. When you send an invoice against the retainer, we'll email your client the invoice for their records. That email will also let them know the remaining balance on their retainer.

Once the retainer has been depleted, you will be able to bill any additional hours through the "Create an Invoice" funnel, whether it's for "Hourly Work, miscellaneous "Manual Entry" work, or for an "Expense" such as travel costs.

If you end services with your client before the retainer is depleted, you will have the option to end the contract and refund the remaining balance to your client's payment card. To issue that refund, select the “Contracts” tab on your navigation bar, select the relevant contract, and then scroll to the bottom of the contract to view the options available.

• For instructions on creating and sending an invoice, see the video linked above. 

Invoicing as needed ("Hourly," "Manual Entry," and "Expense" line items):

After your client has signed their contract with you, you can invoice them immediately.

When invoicing, you'll be able to combine multiple line item types into a single invoice: “Hourly Work,” "Manual Entry," and/or "Expense." See the video above for more details on these options and how they work.

When you send an invoice to your client, your client will receive a copy of the invoice via email for their records, and we will capture the funds right away. Those funds should be deposited into your linked account within 3 to 5 business days.

• For instructions on creating and sending an invoice, see the video linked above. 
• For instructions on making changes to an existing "Draft" invoice, see the following article:
  • Editing a "Draft" Invoice

Need more help? Feel free to reach out via the "Contact Us information below. We'll be glad to assist!