Save Link Invoice For Free
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For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Where do you get the direct link to an invoice in Hero?
From the Invoice Options menu, select Share Invoice. Click the URL to open the online invoice, or click Copy to copy the URL and forward it to your customer. You could also insert the online invoice link placeholder in your email message when emailing an invoice from Hero.
How do I view invoices in Hero?
View your subscription invoices in My Hero Click on the organization name, select Subscription and billing, then click Manage Subscription. Click the Subscriptions & Billing tab. Next to the billing account you want to update and select View invoices. Click on an invoice number to open the online invoice.
How do I process an invoice in Hero?
From the header, click the plus icon. And select Invoice. In the To field, enter the name of the customer you're invoicing. Enter the remaining invoice details. (Optional) Attach any relevant files to your invoice. Save the invoice, send it for approval, or approve it yourself.
How do I view credit notes in Hero?
In the Business menu, select Purchase overview. Under the Bills heading, click on the relevant status. Paid, Draft, Awaiting Approval or Awaiting Payment. Find the credit note, which is identified with a CR icon. Click into the credit note to open it.
How do I find my outstanding bills?
The quickest way to get your free annual report is to order online at www.annualcreditreport.com. You can also get your free Experian credit report at any time with no credit card required. Your credit report will list detailed information about each account that is reported to Experian.
How do I set up a direct debit in Hero?
Click on the organization name, select Settings, then click Payment services. Next to Direct Debit, click Get started to open the Regardless website. Click Set up now. Enter your details, then click Create account.
How do I set up a direct debit for my customers?
A Direct Debit can be set up via secure online banking, over the phone or through a paper Direct Debit Instruction form. As an organization, you can collect Direct Debit payments from your customers at any time. Payment requests need to be submitted through Back and the customer needs to be notified in advance.
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