NEW
Payment requests
From issuing the invoice to asking for payment
Asking a customer to pay used to mean contacting them separately.
Now you can send the request as you issue the tax invoice, or later from the receivables list. Track the balance, send the request, and follow what happens, all in Bolta.
How to use it:
- Register your bank account and any attachments in settings.
- Send a payment request along with quick issuance.
- Check a customer's balance on their detail screen and request payment from there.
- Watch completed and overdue requests on the payment request screen.