Sending an invoice on Hopscotch is easy. Hopscotchers have the option of sending Simple and Detailed invoices.
What's the difference between Simple and Detailed invoices?
Simple invoices enable businesses to quickly send payment requests. Simply input an amount, the due date, and a message.
- Simple invoices are best used when you've already sent a detailed invoice PDF to your client or if your client purchased a single product or service.
The Detailed invoice is best used when you're requesting a larger amount from a client and need to outline the specific sub-costs that add up to the total invoice amount. This invoice style is more traditional and enables you to set payment terms, add tax, and outline specific line-items.
- Detailed invoices are also best used when your client purchased multiple products or services.
How do I send an invoice?
- Select 'Pay and Get Paid' at the top right corner of the Global Menu, which is visible on every page.
- On the Search page, search for the business you would like to invoice by typing the business name into the search box. When the business you're looking for appears, click on them to visit their profile.
- Can't find the business you're looking for? Scroll down this page and review 'How do I send an invoice to a business that does not use Hopscotch?'
- You can also use your Contact List to bypass Search and quickly visit a business's profile.
- On the business profile, confirm it is the business you're looking for via their logo, industry, linked website, and bio.
- All businesses on Hopscotch with a yellow verified (check) icon have been vetted and verified, so you can be confident that invoices and payments are going to the right place.
- Once confirmed, click 'Pay' or 'Get paid'
- Use the toggle at the top of the invoice screen to use either a Simple Invoice or Detailed Invoice template.
- Once selected, input the invoice details.
- The final step is to confirm the information you have entered is correct.
- Once confirmed, the invoice is sent to the recipient. They will receive an email notification and a platform notification informing them that they have received an invoice.
- Once the recipient pays the invoice, you will receive a notification and the funds will be made available through your Hopscotch Balance.
How do I send an invoice to a business that does not use Hopscotch?
If you can't find the business you're looking for or if the verified (check) icon on a profile is grey - the business may not be an active Hopscotch user. And that's totally fine! You can still pay and get paid by businesses that are not on Hopscotch (and they don't have to create an account). Here's how it works:
- On the Search page, if you can't find the business you're looking for, click 'Add <Name> as a new business'.
- Input the business name and contact details.
- A profile is auto-generated, which you can now interact with by following the 'Pay' and 'Get paid' steps listed above.
- This profile will appear next time you search for the business. The profile will also be available via your Contact List for easy access.
- If a profile has a grey verified (check) icon, verify it is the correct business by checking the associated email address.
- This can be done by viewing the email address listed on the profile or by clicking 'Pay' or 'Get paid' and viewing the email address that appears below the profile image.
How do I find a business that I have invoiced through Hopscotch before?
The easiest way to find a business that you have transacted with in the past is to visit your Contact List (located in the Global Menu). Once you find the business that you're looking for, simply click on their name to visit their profile; here, you can send them an invoice or pay a bill that they've sent you.
Need help? Hopscotch Support stands at the ready to assist.