With Pogozo, you can now send collated invoices not only to the client but also to an alternate billing contact (“other”) such as a third-party biller or a relative.
This feature makes bulk invoicing and receipting easier by allowing you to group together multiple paid or outstanding invoices and send them in one go.
To begin, go to Clients and search for the client you’d like to send invoices to.
Once you’ve selected the client, open their Finances tab and scroll down to the Invoices section.
Here, you can choose whether to view paid invoices or those that are still outstanding.
In this example, we’ll use the client’s outstanding invoices. Next, click Collate Invoices.
A list of the client’s invoices will appear, and you can select the ones you want to include by ticking the box next to each invoice number.
Once selected, you’ll have three options: send to client, print, or send to others.
If you choose send invoices, the invoices will be emailed directly to the client's email address saved in their Pogozo profile.
If you select the print option, you’ll be redirected to a new page with a printable PDF, which you can download and/or print.
If you choose the send to other option, a pop-up will appear prompting you to enter the details of the contact or family member.
You have the option to select an existing email template or write your own email to accompany the invoices.
Once that’s complete, simply click Send Invoice and the recipient will receive it at their saved email address.