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FAQ

Have a question about Invoice Genius?
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General

Basic questions and answers about Invoice Genius and use of the app!

Yes, it’s totally free! You can use IG to manage customers, add items, and send unlimited invoices and estimates to your customers with just the tap of a finger – and all without spending a penny.

As an added benefit, we’ve partnered with industry-leading payment provider, WePay, to offer you the flexibility to receive online payments from your customers! Please note however, that if you decide to use this convenient feature, there will be a standard transaction fee of 3.5% + 30¢ per transaction. That’s even less than the ATM fees at your local watering hole.
To offer your customers the option to pay their invoices online, please follow the steps below:

- Enable online payments within the “Settings” menu, or by toggling the option when creating an invoice or estimate.
- You will be prompted to set up your merchant account through WePay.
- Follow the instructions and provide the necessary information.
- Finish WePay account setup and return to Invoice Genius.


Once you’ve completed the steps above, your customers will be able to access, review, and pay invoices straight from their phones, tablets, or computers.
Invoice Genius supports both iOS 10 or later and Android 4.4 or later.

Invoices

All your questions about invoices, answered!

When you create an invoice, you can choose to apply one discount to the total amount. This discount can be either a percentage or a dollar amount off of the total. You are also free to apply no discount at all.

You can also set whether your invoice will be taxed and by what percent. The tax will be applied to the total amount after any applicable discounts are deducted.
We do not currently support installment payments. However, our development team is hard at work to offer this functionality in future updates.
Once an invoice becomes past due, it is marked “Past Due” in the app. Customers can still pay past due invoices as they would normally.
At this time, users are not able to send an invoice to multiple email addresses. However, we are working hard to enable this functionality in future updates.
Currently, customers are not able to sign invoices, but we are working hard to be able to offer an e-sign feature in the near future.
If you do not enable online payments, you’ll need to record customer payments manually. To record a payment, click the ‘more’ button (three dots) in the upper right of the invoice view in the app and select “Record Manual Payment”.

From here, you can enter the date you received the payment and add notes regarding the payment method. After you’re finished, the invoice will be marked as “Paid”.
We do not currently support recurring payments. However, our development team is hard at work to offer this functionality in future updates.
You can cancel a sent invoice by clicking the dotted ‘more’ button in the top right corner of the invoice view in the app and selecting “Cancel Invoice”.

After canceling your invoice, your customer will receive an email which notifies them of the cancellation. Your customer will no longer be able to view the invoice. Keep in mind that canceling an invoice cannot be undone.
Yes, you can do this by toggling the “Send me a copy” switch before sending an invoice.

Estimates

All your questions about estimates, answered!

When you create an estimate, you can choose to apply one discount to the total amount. This discount can be either a percentage or a dollar amount off of the total. You are also free to apply no discount at all.

You can also set whether your estimate will be taxed and by what percent. The tax will be applied to the total amount after any applicable discounts are deducted.
At this time, users are not able to send an estimate to multiple email addresses. However, we are working hard to enable this functionality in future updates.
Currently, customers are not able to sign estimates, but we will be implementing this feature in the near future.

However, if you have enabled the feature that requires customers to first approve your estimates, they will have to access the invoice from their email and tap a button which acknowledges their approval.
When viewing your estimate from within the app, tap the dotted ‘more’ button in the upper right corner and select “Convert to Invoice”. An estimate can be converted into an invoice at any time.
Yes, you can cancel a sent estimate by clicking the dotted ‘more’ button in the top right corner of the estimate view in the app.

After canceling your estimate, your customer will receive an email which notifies them of the cancellation. Your customer will no longer be able to view the estimate. Please be aware that canceling an estimate cannot be undone.
As soon as your estimate is approved, we’ll send both a push notification and an email notifying you of the update. Keep in mind that you must enable estimate approvals first in order to receive these notifications.
No, you cannot accept payments on an estimate, but we do make it easy to convert your estimates into invoices with just the tap of a button.
Yes, you can do this by toggling the “Send me a copy” switch before sending an estimate.
If you have set your estimates to require customer approval, they can approve your estimate by choosing to view it from the email they receive. Once viewing the estimate in their browser, they can give approval by clicking the appropriate button.

You will be notified immediately once your customer gives their approval.

Items Function

All your questions about the items feature, answered!

Currently, users are not able to upload item lists, but our development team is working hard to implement this new feature in the future.
You can make individual items taxable by simply toggling the “Taxable” switch when creating or editing items.

Customers Function

All your questions about the customers feature, answered!

You can include the following customer information on your invoice and estimates:

Business Name
First & Last Name (required)
Email (required)
Home / Office Phone
Mobile Phone
Address
Edits made to customer information will not be updated on or affect existing invoices and estimates.

Account Settings

All your questions about account settings, answered!

Under the settings tab, click the “Change Password” button. Enter your current password and new password, and you’re all set.
Please contact our customer support team at support@invoicegenius.com and we’ll help change your registration email.
Under the settings tab, select “Edit” in the Company Info section.
Currently, you can only create one company profile. However, we plan on allowing users to create multiple company profiles in the near future.

Making Payments

All your questions about making payments, answered!

You can pay an invoice in person, by mail, by bank transfer, or any other method agreed upon by you and the merchant who has sent you the invoice.

If the merchant has enabled online payments, you can quickly and easily make payments online with your credit card. Simply access the invoice via your email, and follow the steps in order to complete your payment.
If the merchant who sent you the invoice has enabled online payments, you will be able to access the payment portal via a button under the invoice. There, you can pay the invoice with a credit card.
If your payment fails, please check to ensure that you were not charged and that you entered the correct information. If you are still having trouble, please contact our customer support team.
Yes, you can still open and pay invoices that are past due just as easily as you would if they were on time.

Receiving Payments

All your questions about receiving payments, answered!

Invoice Genius has partnered with industry-leading payment provider, WePay, to offer you the flexibility to quickly and easily receive online payments from your customers.

You only need to enable online payments within the app and set up a your WePay merchant account by following the steps outlined below. Please note that if you decide to use this convenient feature, there will be a standard transaction fee of 3.5% + 30¢ per transaction.

To begin receiving online payments:

- Enable online payments within the ‘Settings’ menu or by toggling the option when creating an invoice or estimate.
- You will be prompted to set up your merchant account through WePay.
- Follow the instructions and provide the necessary information.
- Finish WePay account setup and return to Invoice Genius.


That’s it! You should now be ready to start receiving payments online.

If you choose not to enable online payments, you can still receive payments through other methods agreed upon by you and your customer at no additional cost.

You can also arrange to receive payments from your customers through some other means at no cost to you!
If you have online payments enabled, you should see the funds in your WePay account as soon as your customer has made a successful payment.

The amount is then transferred to the personal bank account you’ve connected to your WePay merchant account within 2-5 business days. This timeframe may vary due to WePay’s rolling reserve policy.
There are several reasons why you may not have received your payment:

You haven’t finished setting up your merchant account
The status of your WePay merchant account will be listed as "Information Required" if you do not submit your Know Your Customer (KYC) and/or Settlement Information after you set up your merchant account.

To resolve this issue, you can navigate to the settings tab in the Invoice Genius app, where you will see the WePay button under the Online Payments section. Upon tapping this button, you will be taken to the WePay merchant account platform where you will be prompted to provide the required information.

Alternatively, you can log directly into WePay’s portal and submit the information there. Either way, the sooner this information is provided, the sooner WePay knows where to send the money. Once the information you’ve provided is confirmed, it typically takes 2-5 business days for the funds to appear in your bank account.

Your merchant account has been disabled
If you do not provide the necessary information to WePay within X days of creating your merchant account, your merchant account will be disabled. While the account is disabled, you will not be able to process online payments.

To resolve this, simply submit the required information to WePay through the Invoice Genius app or through the WePay portal and you can start getting paid online again.

Please note that if you do not resolve this situation, WePay will delete your merchant account and any funds received prior to your merchant account becoming disabled will be refunded back to your customer(s).

If you are still unable to receive payments, please contact us here. We’re always here to help!
You will receive an email upon successful online payment of an invoice. You can also choose to receive push notifications by enabling them in the settings tab of the app.
If you wish to refund a particular payment, simply navigate over to your WePay dashboard: https://www.wepay.com/home/transactions.

Once there, go to your transaction list, select the transaction you want to refund, and click “Issue Refund”. The refund will be verified within 2-4 business days and appear on your customer's billing statement.

Payment Processor

All your questions about our payment processor, answered!

Invoice Genius has partnered up with industry-leading payment provider, WePay, to offer online payment processing with the greatest convenience and at some of the best rates on the market.

Although we only work with WePay at this time, we’re currently integrating our platform with other processors to offer you more choices and greater flexibility in the near future.
If you have enabled online payments and your customer chooses to pay their invoice online, you will be charged a transaction fee of 3.5% of the total amount of the invoice, plus 30¢ per transaction.

If you have not enabled online payments, there is absolutely no transaction fee or additional cost. You can conduct your business and use Invoice Genius for free.
You can change the bank account you’ve associated with WePay by first logging into WePay at https://www.wepay.com/login.

Once in your WePay dashboard, click the settings icon and find the “Settlement Details” tab at the top. Finally, click the “Change” button, enter your new banking details, and select “Add Bank”.
To learn about how WePay could affect your taxes, read their explanation here: https://support.wepay.com/hc/en-us/articles/206823758-How-will-using-WePay-affect-my-taxes-.
Your merchant account will be activated immediately upon completion of the WePay account setup process. Your customers will be able to make online payments at this time.

However, accounts typically take 3-5 business days to be verified, at which time you will be able to receive any payments your customers have made. If WePay is not able to verify your information, additional documentation might be requested.
Yes, in order to protect against chargebacks, disputes, and fraud, WePay sets withdrawal thresholds. You can learn more about them here: https://support.wepay.com/hc/en-us/articles/203609533-Reserves-FAQ.
You can find a list of prohibited activities in WePay’s terms of service: https://go.wepay.com/terms-of-service.
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