Going Paperless with Pesapal Online Invoicing

Going Paperless with Pesapal Online Invoicing

On 17 July 2023

Going paperless is the way of the future, and the switch has many benefits. Not only is it environmentally friendly, but it also saves time and money. One of the easiest ways to start going paperless is by using Pesapal online invoicing.

We are a payment gateway that allows individuals and businesses to make and receive payments. We are the leading payment services company with local know-how in building payments and business tools for Africa. One of our innovative products is online invoicing, which seeks to eliminate the need for paper invoices. The invoicing feature on the Pesapal account allows merchants to generate and send their customers an e-invoice. With Pesapal online invoicing, businesses can create, send, and track invoices digitally.  

How to access Pesapal Online Invoicing 

Going paperless with Pesapal online invoicing is easy and straightforward. All you need to do is create a merchant account with Pesapal, and you'll have access to our online invoicing feature.  

To get started, log in to your merchant account and navigate to the "Invoices" tab. Click on "Create" to start a new invoice. From there, fill in the invoice details, including the description of the invoice, recipient contact information, and the amount you are invoicing for. You can also include a message for the recipient and choose the currency you are billing in. 

Once you have completed the invoice details, you can preview the invoice to make sure everything is correct. If everything looks good, you can then send the invoice to your customer by clicking the "Send" button. Your customer will receive an email notification with a link to view the invoice online. 

Pesapal online invoicing also makes it easy to track your invoices and payments. You can view the status of your invoices, including whether they have been sent, viewed, or paid. You can also set up automatic reminders to send to customers who have not yet paid their invoices. 

Another great feature of Pesapal e-invoicing is that it integrates with various other software, such as accounting and CRM systems. This makes it easy to keep all your business information in one place and simplifies the reconciliation process. You can also customize your invoices with your business logo and branding, making them look professional and consistent with your other marketing materials. 

How to send an invoice on Pesapal 

  1. Log in to your business/merchant account
  2. Click on the ‘Invoices’ tab and select ‘Create.’
  3. Fill in the description of the invoice. This helps identify what the invoice is for.
  4. Include a message for the recipient. This may include particulars for the item you are invoicing for.
  5. Select the currency you are billing in; You can then choose to be paid in the selected currency or choose to be paid in a currency that is convenient for your customer. 
  6. Input the amount you are invoicing for and the date.
  7. Put in your recipient contact name and email or phone number - Remember you can save the details of the people you send invoices to regularly.
  8. Send your invoice.

Benefits of Pesapal Online Invoicing 

One of the most significant advantages of using Pesapal e-invoicing is that it saves time. Traditional invoicing involves printing out paper invoices, stuffing them into envelopes, and sending them through the mail. This can be time-consuming, especially if a business has many invoices to send. With Pesapal, all of this can be done online with just a few clicks. As a result, multiple invoices can be created and sent in minutes, freeing up time for other tasks. 

Another benefit of using Pesapal online invoicing is that it is cost-effective. Traditional invoicing was costly due to its multi-faceted nature. These costs stack up, especially for businesses that send out many invoices. With Pesapal, there are no printing or mailing costs. Instead, everything is done digitally, saving your business money over time. 

Pesapal online invoicing also makes it easier to keep track of invoices. With traditional invoicing, it is easy to lose track of which invoices have been sent out, and which have been paid. This can lead to confusion and missed payments. With Pesapal, all this information is stored online, making it easy to keep track of invoices and payments. Email reminders can also be sent to clients who are yet to make payments. 

Another advantage of using e-invoicing is that it is more secure than traditional invoicing. Traditional invoicing involves sending paper invoices through the mail, which can be misplaced. With Pesapal, everything is done online, which reduces the risk of invoice misplacement. Additionally, Pesapal uses advanced encryption technology to keep all data secure. We are PCI DSS, PCI PIN, and PCI PTS certified. 

In addition to these benefits, e-invoicing offers various features that make it even more convenient for businesses. For example, your business can customize its invoices with its logo and branding. You can also set up automatic reminders for customers who still need to pay their invoices, which helps ensure that payments are received on time. Moreover, clients can receive the invoice links via email or SMS as indicated by the merchant. 

E-invoicing also integrates with various other software, such as accounting and CRM systems. This simplifies reconciliation by making it easy to keep all your business information in one location. This feature also minimizes the risk of errors and fraud within your business. 

We also support instant settlement for mobile money and card payments on Openfloat, which means that businesses can access their funds immediately after receiving payment. This helps businesses to improve their cash flow. With traditional invoicing, businesses often must wait weeks or even months before receiving payment. This can put a strain on cash flow, especially for small businesses. With Pesapal, payments are received faster, which means that businesses can improve their cash flow and have more funds available to invest in their operations.  

Finally, using Pesapal online invoicing can help businesses to reduce their environmental impact. Traditional invoicing involves using paper, which contributes to deforestation and increases carbon emissions. By switching to e-invoicing, businesses can reduce their paper usage and minimize their environmental impact. This is particularly important for businesses that want to be more sustainable and environmentally responsible.  

Going paperless with Pesapal online invoicing is a smart choice for any business. It saves time, and money, and is more secure than traditional invoicing. With its many features and integrations, it is also a powerful tool that can help businesses streamline their invoicing process and improve their overall efficiency. So give it a try and see how it can benefit your business. 

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Published In: How To's,Payments

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