Set Up Converge Billing and Invoicing

Converge Billing and Invoicing is a great option for small businesses who need a way to send quotes or invoices by email and collect payments online.

Everything needed to create, send or track a quote, or invoice is built into Converge. There is no coding or integration necessary.

Requirements

In order to use Converge Billing and Invoicing, it is necessary to add Billing and Invoicing to the Converge account and add tokenization services. After the services are added to your account, an "Invoices & Quotes" section will appear on the main menu of your Converge dashboard.

If this option is not displayed, please contact customer service at 1-844-996-2020.

Getting Started

1. Begin by clicking on Settings to set up the quote and invoice web pages. Make sure you're using the appropriate internet terminal by referencing the terminal name on the top right corner of your screen.

2. Then, go to the left navigation and select Settings > Invoices and Quotes. 

Here, you can follow the prompts to configure your Invoice and Quote terms and customize your emails. Emails will be sent directly from Converge when you create a quote or invoice.

   

Your company's merchant information will be auto-populated and you can make any edits needed. Consider adding a logo to help your invoices look and feel like your brand. Make sure you click the Credit Card check box. Please note, Partial Payments is not currently supported.

Click Allow Post Dated Invoices if you would like the ability to schedule invoices to be sent in the future. Otherwise, all invoices will be sent immediately after you create them.

  

To update the invoice and email configurations, scroll up and click on Invoice/Quote Set Up and then click Email.

 

For a step by step tutorial, check out this short how-to video.

Setting up Billing and Invoicing