Create the invoice
Set out what the customer is paying for and prepare the invoice.
Invoices & payments · Coming soon
From customer conversation to payment.
Send the invoice after you agree on the work, give the customer a way to pay and check what is still outstanding. This workflow is coming to Seglo Phone.
- Coming soon
- Invoice and payment workflow preview
Invoices and payments are not available yet. This preview shows the planned workflow.
soon.
A preview of what is coming
Take the next step after the conversation.
Once you have agreed on the work, the planned invoice workflow keeps the next actions easy to find.
Share a payment link
Give the customer a way to pay online after you send the invoice.
Check the status
See which invoices are paid and which still need your attention.
Available now
Start with the customer conversation.
Today, your team can share business calls, texts and photos, assign follow-ups and talk in team chat. Invoices and payments will extend that workflow when they become available.
See the customer inboxGood questions.
A little more clarity.
Can I use invoices and payments in Phone today?
Not yet. Invoices and payments are coming soon. Buying a Phone plan does not currently give you access to this feature.
What is planned?
The planned workflow lets a business create a customer invoice, share a payment link and check the payment status. The preview shows the intended workflow, not a currently available feature.
Will there be payment fees?
Yes. Payment processing has separate fees and setup requirements. The final available options, applicable fees and terms will be shown before you activate payments.
Is there a launch date?
There is no confirmed public launch date. This page will be updated when the feature is available.