Invoices

Every invoice created with Thriday is customisable so that you can choose precisely how your invoices appear. For example, after entering the client and billable item into a new invoice, text boxes will appear so that you can write down exactly what you want the subject line and body of the invoice email to include. Additionally, you may upload any files you'd like to attach with the email and add notes to the invoice document itself.

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Thriday allows you to export your list of saved clients and billable items into a CSV file for your own record keeping or to use elsewhere. To export and download a file containing your client profiles or billable items:   

1. Log into your Thriday account and go to the Invoices screen.   
2. Click on the export action located to the right of the invoice search bar.   
3. You will be presented with the option to 'Export Clients' or 'Export Billable Items'.  
4. Select the option you want, and a CSV containing either your client profiles or billable items will be generated. You will have the chance to preview this file before you download it.

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To add a new client:   

1. Log into your Thriday account and go to the Invoices screen.  
2. Click on the 'Draft Invoice' button.  
3. You will be prompted to either add or select a client from your existing list to invoice.   
4. Click on 'Add new client', and you will be able to create a new profile by entering their name, contact and business details.   
5. Click 'Add new client' once you're finished, and this profile will appear in the select client menu in the future.  

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Thriday allows you to set automatic email reminders to recipients each time you create a new invoice. At the end of the invoice creation process, right before the 'Send Invoice' button, there are four boxes you can check, which will tell Thriday to automatically send overdue payment reminders. In addition, you can tailor the number of reminders and the number of days after the due date that they're sent.

When creating an invoice, you can preview the invoice PDF and the email Thriday sends to the client. Thriday invoices will arrive in your client's mailbox with a link to our payment portal, a PDF of the invoice, and any attachments you included for their records. The payment portal they're linked to is uniquely generated for their transaction. It will display the billable items they're paying for and other relevant information, such as your business details. In addition, they will be provided with prompts from the payment portal to pay for the invoice through the methods you enabled for the invoice.

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If you want to cancel an invoice or quote you've sent, go to the Invoices page, then simply find the relevant invoice or quote entry, open the options menu next to that entry and select the' Cancel' action. You will be asked to confirm your choice, and once you do, your client will receive an email from us explaining that the relevant invoice or quote is no longer valid.

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Thriday's invoicing feature will allow you to make copies of the same invoice to send to different clients so that you won't have to spend time creating new invoices from scratch with the same information.   

 To make a copy of an existing quote:  

1. Log into your Thriday account and go to the Invoices screen.  
2. Locate the quote you wish to copy in past invoices.  
3. Click on the options menu next to that invoice and select the' Copy' action.  
4. From here, you will be taken to a new quote that was automatically created with all the same information as the original quote, including which client received it.   
5. On this page, edit the client to whomever you wish to be the new recipient and any other details you want to change.  
6. Once everything looks in order, click 'Send Invoice'.

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If you'd like to invoice one client for multiple orders, you can add all the relevant billable items for each order to a single invoice when you're creating it. We do not recommend this, however, as merging payments for multiple transactions may make it harder for you to keep track of your income and understand the financial position of your business.

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Go to the Settings screen, then select Invoices. From there you can edit your template, logo, default email copy and even the default bank account you will get paid into.

Your recipients will be able to pay via an electronic bank transfer into your Thriday transaction account. It's completely free, and Thriday will automatically reconcile this income to your chart of accounts, saving you time and effort.

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Thriday's Instant Invoicing superpower helps you create professional invoices and quotes and tracks each one you send so that you can refer to a past job or project with the click of a button.  

To find a quote or invoice: 

1. Log into your Thriday account and go to the Invoices screen. 
2. Select either the Invoices or Quotes tab at the top of the page. 
3. You can search for specific entries by name, email or invoice number in the search bar. You can also refine your search by clicking the filter button and limiting your search results by payment status, client, date, amount invoiced or tags. 

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You can change the business details or looks of your default invoicing and quoting template anytime you like by going to the Settings screen and clicking on 'Invoice & Quote Settings'.

From here, you will be able to follow the prompts to edit features such as layout, colour scheme, logo, and business details. Then, just click 'Save' once you've made the changes!

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To make a refund, please contact your client, and confirm their bank account BSB and Account Number. Once you have the correct details, go to the Payments screen and send the payment back to your client.

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To change the details of an existing invoice: 

1. Log into your Thriday account and go to the Invoices screen.  
2. Locate the relevant invoice in your invoice history.  
3. Click on the options menu next to the invoice and select the edit invoice' action.  
4. You can make the desired adjustments and click 'Save'.  

Once you've saved the new changes, the recipient will be automatically emailed a new invoice and payment link and a message that the initial email they received is no longer valid. 

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You can simply cancel the invoice if you've accidentally sent an invoice or quote to the wrong person. The recipient will receive an email explaining the cancellation. The payment link they initially received will no longer work, and any reminders you may have set for the invoice will be removed.  

However, it's important to note that whilst the invoice can be cancelled, the initial email they would have received, containing a PDF of the invoice and any information you attached, cannot be unsent. So you should consider if the initial email may have included any sensitive information that may have been meant for someone else.

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On the Invoices page, you will see four blocks labelled 'Draft', 'Sent', 'Overdue' or 'Paid' with a dollar amount showing under each. This panel shows you a summary of all invoices you have recorded or sent on Thriday and displays the total dollar amount of invoices at each stage of the invoicing status. For example, if the block labelled Paid displays $1000, $1000 of invoices have been paid.  

This panel will help you track your business's invoicing activity and clients' payments to better understand your business.

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If a client accepts a quote, you won't need to create a new invoice from scratch. With Thriday, you will be able to turn any quote you've sent into a ready-to-send invoice with the click of a button!  

To turn a quote into an Invoice:  

1. Log into your Thriday account and go to the Invoices screen.  
2. Click on the 'Quotes' tab and locate the relevant quote in past quotes.  
3. Click on the options menu next to the quote and select the Convert to Invoice action.  
4. From here, you will be able to edit and confirm the quote's details.  
5. Once everything looks in order, click 'Send Invoice'.

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Thriday automatically tracks the payment status of every invoice you send and records it on the Invoices screen. This means that from the Invoices screen, you will be able to see a complete history of every invoice you've sent through Thriday. Each entry will be displayed with the status of the invoice, whether it's still a draft, already sent, paid or overdue.  

Alternatively, you can filter specific types of invoices by their status by clicking the status near the top of the invoices page. For example, you can view just the invoices that have been paid by clicking on the 'Paid' box.

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Not yet but this is something that’s on our radar, if this is important to you please let us know by contacting wecare@thriday.com.au so we can prioritise the feature.

Scheduling an invoice on Thriday is as easy as checking a box (literally). When creating a new invoice, an option under 'Payment Details' allows you to choose when you want to send the invoice 'Immediately' or 'Future'. By selecting the 'Future' option, you can pick a future date for the invoice to be sent. The due date for the invoice will be the number of days after the invoice is sent that you specify. Scheduling invoices with Thriday is super-fast and super easy.

Not yet, but we're working on an integrated ‘Pay Now’ button so your customers can pay you using a debit or credit card right from the invoice.

If this is important to you, please let us know by contacting wecare@thriday.com.au so we can prioritise this feature.

To change any details of a scheduled invoice, simply click on the options menu for any future date invoice and click 'Edit'. Then amend the invoice to your liking. Click 'Save Changes' when you're done, and the updated details will be stored.

BPAY biller is being worked on and this will allow you to add your own BPAY biller code and reference.

No, Thriday doesn't charge any fees when you receive a payment for an invoice into your Thriday transaction account. This is one of the main benefits of using Thriday to get paid.