FAQ Support: Invoicing, Clients, Estimates, and Payments

This support center answers the most common questions about online invoicing, estimate generation, client management, recurring billing, invoice PDFs, and payment workflows in FacilInvoice.

Why Businesses Choose FacilInvoice

FacilInvoice is built to help businesses serve clients faster with clear estimates, accurate invoices, streamlined payment collection, and reliable document delivery. Our mission is to make billing operations simple, professional, and growth-friendly.

How To Pay by Credit Card

Clients can pay directly from the public invoice page. Open the invoice link, review the amount due, and click Pay Now. If card payments are enabled, the secure payment step opens and the invoice moves forward after successful checkout.

Visual guide

Invoice payment area

Invoice INV-2026-1024

Amount due: C$400.00

Payment section
Pay NowPay by Bank

Use this as a visual guide. On the live invoice page, click Pay Now to open secure card checkout when card payments are enabled.

  1. Open the invoice link from email or shared payment link.
  2. Check the amount due and invoice number.
  3. Click Pay Now.
  4. Enter card details in the secure checkout step.
  5. Wait for the confirmation page after payment succeeds.

How To Pay by Wire Transfer

On supported invoices, click Pay by Bank and select Bank Wire Transfer. The system sends the banking instructions by email so the client has the transfer details and any follow-up confirmation steps in writing.

Visual guide

Bank payment choice

Invoice INV-2026-1024

Amount due: C$400.00

Payment section
Pay by BankBank Wire Transfer

After you choose Bank Wire Transfer, FacilInvoice sends the wire instructions by email so the client can complete the transfer and keep the payment details for follow-up.

  1. Open the invoice payment section.
  2. Click Pay by Bank.
  3. Select Bank Wire Transfer.
  4. Check the email with transfer instructions.
  5. Send the wire and include the invoice number in the transfer reference.
  6. Follow the email instructions to confirm payment if requested.

How To Pay by e-Transfer

If e-Transfer is enabled, click Pay by Bank and choose e-Transfer. The payment instructions will show the payment email and tell the client to send the transfer from their bank with the invoice number included in the note or message.

Visual guide

e-Transfer option

Invoice INV-2026-1024

Amount due: C$400.00

Payment section
Pay by Banke-Transfer

Use the e-Transfer option when it is enabled on the invoice. The instructions tell the client where to send the transfer and what invoice number to include.

  1. Open the invoice payment section.
  2. Click Pay by Bank.
  3. Select e-Transfer.
  4. Send the transfer from your bank using the payment email shown in the instructions.
  5. Include the invoice number in the transfer message.
  6. Keep the bank confirmation reference for follow-up if needed.

Popular Topics

Online invoicesEstimate workflowRecurring billingPaymentsSmall business invoicingAgency invoicingEstimate to invoiceCompare with Stripe

Frequently Asked Questions

1. What is FacilInvoice used for?

FacilInvoice is an online invoicing platform that helps businesses create invoices and estimates, manage clients, send invoice emails, accept payments, and track billing history in one place.

2. How do I create an invoice quickly?

Go to Invoices, click New Invoice, select an existing client or enter client details, add line items, set issue and due dates, and save. You can then send by email or download PDF.

3. Can I create and send estimates before invoicing?

Yes. You can create estimates, send them to clients, and convert approved estimates into invoices to speed up your sales-to-payment workflow.

4. How does client management work?

The Clients section stores contact and billing information so you can reuse it for invoices, estimates, reminders, and recurring billing without re-entering details.

5. Can I accept online payments?

Yes. Payment options depend on your enabled methods and configuration. Public invoice pages can include payment actions for clients to pay faster.

6. How do I pay an invoice by credit card?

Open the invoice link, review the invoice details, and click Pay Now. If card payments are enabled for that invoice, the secure checkout opens and you can complete payment with your credit card. After payment succeeds, the invoice status is updated and the receipt flow continues from the payment confirmation page.

7. How do I pay by bank wire transfer?

Open the invoice, go to the payment section, click Pay by Bank, and choose Bank Wire Transfer. The invoice flow asks for confirmation so the system can send the bank instructions by email. Use the wire details from that email, include your invoice number in the transfer reference, and follow the payment confirmation instructions in the email after the transfer is sent.

8. How do I pay by e-Transfer?

Open the invoice, click Pay by Bank, and choose e-Transfer. The payment instructions will tell you to send the transfer to the configured payment email and to include the invoice number in the message or note. After sending the transfer from your bank, keep the confirmation reference and follow any email instructions to confirm payment if requested.

9. Can clients view invoices from email links?

Yes. Shared invoice links open a public invoice page where clients can view invoice details, open PDF, and use available payment methods.

10. How do recurring invoices help subscription businesses?

Recurring invoices automate repeated billing on weekly, monthly, quarterly, or yearly schedules. This reduces manual work and improves billing consistency.

11. Can I export invoices as PDF?

Yes. Invoices and estimates support PDF output for records, client delivery, and accounting workflows.

12. How do I add taxes to invoices?

Tax settings are managed in your account settings. Once enabled, taxes are automatically applied to invoice totals based on your configured rates.

13. How do invoice reminders work?

You can send reminder emails for unpaid invoices to reduce late payments and improve collection rates.

14. Is FacilInvoice good for small businesses and agencies?

Yes. The app is designed for freelancers, consultants, agencies, and growing businesses that need fast invoicing, clean client records, and reliable estimate-to-invoice operations.

15. What should I do if invoice creation fails?

Check plan limits, required fields, and payment or integration settings. If needed, use the Contact page to send a support request with a screenshot and the action that failed.

16. How secure is invoice and client data?

FacilInvoice uses authenticated account access and controlled server-side processing. Security and privacy controls are continuously maintained as part of the platform.

17. Can I use FacilInvoice for Canadian and international clients?

Yes. You can manage client records and issue professional invoices and estimates for domestic and international clients according to your business process.

18. Where can I get help for billing, invoices, clients, or estimates?

Use this FAQ first, then open the Contact page to submit your support request through the form for faster assistance.

Need More Help?

If your issue is specific to your account, invoice status, client data, payment setup, or estimate behavior, please use the contact form and include the page URL, action taken, and screenshot.

Contact Support