Creating and sending new invoices
To create a new invoice from Routable, click the New > Request button at the top of the left side navigation in your Routable dashboard. This brings up the invoice creation page.
In the Invoice to section you can start typing the customer name to bring up the customer you would like to pay. Routable will automatically populate a list of existing customer records for you to choose from, or you can create a new customer.
Once you have your customer selected, you can move on to the What for section and create the bill by clicking Create new invoice.
Enter the details of the invoice that you'd like to send.
After you have filled in your invoice details, next are the Request details where you will specify:
Payment terms
Due date
Bank to deposit the funds
When the invoice should be sent
When all of your request and payment information have been entered, click Send invoice.
Importing and sending existing invoices
To import existing invoices from Sage Intacct to Routable, click the New > Request button at the top of the left side navigation in your Routable dashboard. This brings up the invoice creation page.
Sending invoices to a specific customer
To send an existing invoice from Sage Intacct to a single customer, start typing the customer name in the Invoice to section.
After you locate and select a customer, any existing invoices you have for them in Sage Intacct will automatically populate in the What for section.
Sending invoices to multiple customers
To pay existing invoices for multiple customers at the same time, toggle the dropdown option in the top left corner of the page from Send invoices to a specific customer to Import invoices from Sage Intacct to multiple customers.
Select one or more invoices from the list and then scroll down to the Request details section.
Here you will specify:
Bank to deposit the funds
When the invoice should be sent
The payment terms and due date will be automatically applied based on the details from the selected invoices.
When all of your request and payment information have been entered, click the blue button at the bottom of the page to create and send your invoices. 📫