How can I send invoices to customers?

The Fatora platform offers flexible and fast options for sending electronic invoices to clients, making payment collection more efficient and professional. With various available channels, you can ensure the invoices reach clients directly and streamline the payment process.

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Steps to Send Invoices via Fatora

1. Log in to Your Account

• Visit fatora.io and log in with your credentials.
• Navigate to your dashboard.

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2. Create or Select an Invoice

• Choose either:
  • Create a new invoice from the "Invoices" section.
  • Select a previously saved invoice from your list.

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3. Choose the Sending Method

The Fatora platform provides multiple ways to send invoices:

• Email:
  • Enter the client’s email address.
  • Click "Send" to deliver the invoice with a clear notification of the due amount and payment deadline.
• Direct Link:
  • Copy the invoice link.
  • Share it with the client via WhatsApp, text messages, or social media platforms.
• SMS (Text Messages):
  • If the SMS service is enabled, you can send the invoice via a short message containing a payment link.

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Features of Sending Invoices via Fatora

✅ Instant Notifications:

• A notification is sent to the client upon receiving the invoice.
• You receive alerts when the client opens the invoice or completes the payment.

✅ Automatic Reminders:

• Set up reminders to be automatically sent before the payment due date or in case of delayed payment.

✅ Flexible Payment Options:

• Clients can pay the invoice using various methods, including:
  • Credit cards.
  • Digital wallets.
  • Bank transfers.

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Tips for Effective Invoice Sending

1. Verify Client Details:

• Double-check the email address and phone number to ensure successful delivery.

2. Add a Personalized Message:

• Attach a welcoming note or thank-you message with the invoice to strengthen client relationships.

3. Track Invoice Status:

• Use the dashboard to monitor the invoice status (sent, pending, paid).

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Conclusion

The Fatora platform offers multiple and flexible methods to send electronic invoices, including email, text messages, and direct links. With features like instant notifications and automatic reminders, you can seamlessly track your financial transactions professionally, saving time and enhancing client trust. ✨ Get started now with Fatora to simplify invoice sending and provide a standout experience for your clients! 🚀How can I send invoices to customers?