What can I do with invoicing?
Send invoices and track payment activity in one place for easier cash flow management. Plus, keep up with payments in real time with automatic reconciliation for card payments. Your invoices will sync with transactions made with the Chase POS system® activated with QuickAccept℠.
Does the invoicing solution have fixed fees or setup costs?
There is no additional monthly fee for invoicing. It's available at no additional cost as a feature of your Chase Business Complete Banking account.
How do I activate invoicing?
You can set up invoicing with your Chase Business Complete Banking account credentials in the Chase Mobile® app or on Chase Business Online.
For Chase Business Online users:
- Navigate to Pay and collect and choose Collect and deposit.
- Choose Create invoices
- Choose Get started to activate invoicing
For Chase Mobile app users:
- Navigate to Collect and deposit
- Find the Get paid section and choose Get started under Create an invoice
- Choose Get started to activate invoicing
What payment methods are accepted by invoicing?
Invoices can be paid by credit or debit card, Zelle®, or check.
Invoicing features
Designed with small businesses in mind
- Add itemization
- Add taxes
- Edit or cancel invoices
- Download invoices in PDF format
- Email receipts to customers
- Customize your invoices with the name of your business and your contact information
Invoicing FAQ
Ready to get the most out of invoicing? Explore these frequently asked questions.
For Chase Business Online users:
- Go to Collect and deposit.
- Find the Get paid section and choose New invoice under Create an invoice
- Provide information about your customer, products/services and invoice terms. Then, choose how you want to get paid.
- Preview and review the information you provided and choose Create invoice
- Copy the invoice link and share it through email, text or another other application.
For Chase Mobile App users:
- Go to Pay & collect and choose Collect and deposit
- Choose Create invoices
- Provide information about your customer, products/services and invoice terms. Then, choose how you want to get paid.
- Preview and review the information you provided and choose Create invoice
- Share the invoice link through email, text or another other application.
Currently, you can only set your invoice number when creating your first invoice. After that, you can’t edit your invoice number and it will increase by 1 with each new invoice.
Only System Administrators for a business can create and manage invoices.
When creating a new invoice, select Credit or debit card option under How do you want to get paid? If you have more than one account enrolled in Chase QuickAccept, you can choose which account you’d like to use.
You can add your Zelle ID to your invoice to let your customer know you accept Zelle. When creating a new invoice, select Zelle as a payment option under How do you want to get paid? If you have multiple Zelle IDs, you can choose the ID you’d like to use for invoice payments. You must activate Zelle to use it as a payment option.
Once you receive a Zelle payment from your customer, you can manually mark the invoice as paid. To mark an invoice as paid, go to your invoice activity in Collect and deposit. Then, open the invoice you’d like to adjust and choose Mark as paid.
You can add check as an accepted payment method and include your mailing address to let your customer know where to send a check. When creating a new invoice, choose Check under How do you want to get paid? If you have more than one mailing address, you can choose which mailing address you’d like to use.
Once you receive a check payment from your customer, you can manually mark the invoice as paid. To mark an invoice as paid, go to your invoice activity in Collect and deposit. Then, open the invoice you’d like to adjust and choose Mark as paid.
To see what the invoice experience looks like for your customer, paste an unpaid invoice link into your browser and follow it.
No, partial payments are not supported at this time. Your customer must pay the full amount requested on your invoice.
Invoice links never expire. However, once an invoice has been paid or canceled, it can’t be edited or used for another payment.