Last year, we launched professional invoicing on ScanPay with a simple goal - help businesses streamline their invoicing and payment collection processes. Coupled with our Tap to Pay functionality, invoicing has become the most widely used feature.
Today, we’re excited to take another leap forward to enhance your payment experience. We are thrilled to introduce ScanPay Catalog – a feature that will change the way you create invoices, save you time, and streamline your billing process.
In the past, users could already create flexible invoices with multiple line items and apply taxes and discounts customized to every invoice. However, creating invoices can be a time-consuming task, especially when you have to input the same item details, taxes, and service charges repeatedly. It also leaves room for errors and inconsistencies, especially when managing teams out in the field.
Introducing ScanPay Catalog
ScanPay Catalog is your new invoicing companion, designed to make your life easier. It's a centralized hub where you can store essential elements for invoicing, such as item details, taxes, and service charges. These cataloged elements can then be effortlessly incorporated into your invoices, reducing manual input and minimizing errors.
Here’s how it works:
- Effortless Cataloging: Begin by cataloging frequently used items, specifying details like names, descriptions, prices, and associated taxes or service charges.
- Streamlined invoicing: When anyone on your team is crafting an invoice, they can simply choose items, taxes, and service charges from your ScanPay Catalog. No more repetitive data entry!
- Complete customization: You have complete control over your catalog, allowing you to edit, update, or delete items as your business evolves.
- Control permissions: With specific permissions, you can choose who can manage the invoice for the whole team.
Getting started with ScanPay Catalog
Just follow these simple steps:
- Log in to ScanPay: If you're an existing user, simply log in to your ScanPay account.
- Access ScanPay Catalog: Look for the new "Catalog" section in your ScanPay account. On the web, you can find this in your left-hand navigation. On the app, you can find it in the Team settings by clicking on the menu button on the top left.
- Catalog Your Items: Add frequently used items, specifying all the necessary details.
- Create Invoices with Ease: When creating invoices, you'll now have the option to select items directly from your catalog.
For any questions, check out our FAQs.
Check out ScanPay Catalog today and see how it streamlines invoicing across your team.