With the recent update to our Invoice App, you can now create Invoices for your Independent Contractors, Vendors, and Clients. You can now directly invite and/or pay anyone you work with through the RemoteTeam dashboard and create both incoming and outgoing Invoices.

Create Invoices for your Independent Contractors and Freelancers

 

Before, only employees could create invoices and send to company admins for payment. In our new update, admins can create an invoice for them using Incoming Invoices.

STEP 1: Go to Invoices > Incoming Invoices > click on New Incoming Invoice button > select Contractors > click Next button

STEP 2: If you need to send an Invoice to an existing Contractor, click on the Select Contractor dropdown. If you need to add a Contractor, click the New Contractor button to add them. Doing so, you will be able to invite the new Contractor to RemoteTeam.

Follow the prompts to finish creating the invoice. More detailed instructions will be posted in a separate article soon.

 

Create Invoices for your Vendors

 

Now you will be able to create an invoice not only for your independent contractors but also for your vendors.

STEP 1: Go to Invoices > Incoming Invoices > click on New Incoming Invoice button > select Vendors > click Next button.

STEP 2: If you need to send an Invoice to an existing Vendor, click on the Select Vendor dropdown. If you need to add a Vendor, click the New Vendor button to add them. Doing so, you will be able to invite the new Vendor to RemoteTeam.

Add a Vendor in 2 ways: (1) If your Vendor already has a RemoteTeam account, you can search their RemoteTeam ID and add them. (2) If your Vendor does not have a RemoteTeam account, you can add their information manually.

Add an existing or new vendor

STEP 3: Fill in your Vendor Info details – Business Name, Business Country, Contact Email and Contact Full Name. You also have the option to invite them to RemoteTeam by clicking Invite to RemoteTeam.

Add details about your new vendor and/or invite them to RemoteTeam

STEP 4: Fill in the Vendor Address part. If you know their address and bank account information you can add it, or skip and let the Vendor set it up later.

Skip filling in a vendor's information and let them set it up later

Follow the prompts to finish creating the invoice. More detailed instructions will be posted in a separate article soon.

 

Create Outgoing Invoices

 

The Outgoing Invoices feature follows the same process as Incoming Invoices. If you want to receive a payment from your client, you can create and send an invoice to them. If you haven’t added your client to your account yet, you can add new clients by clicking the New Client button.

Add a Client in 2 ways: (1) If your client already has a RemoteTeam account, you can search their RemoteTeam ID and add them. (2) If your Client does not have a RemoteTeam account, you can add their information manually.

Add a new client

After creating an Outgoing Invoice, it will be sent to your client and they can pay it through their account. You can also track the status of your invoice to see whether it has been paid or not.

Manage your outgoing invoices

 

Managing your Payment History

 

You can View, Track and Manage all your Payments on the Payments menu.

See the status of your outgoing and incoming payments

 

Managing your Vendors

 

Use the Vendors menu to add new vendors, complete any missing vendor information, and easily manage your vendors.

Complete a vendor's set up by adding a bank account

 

Managing your Clients

 

You can add or edit existing clients on the Clients menu.

Manage a clients details

 

** A more detailed article(s) for each of the Invoices menu will be posted soon. **


One last thing! We’ve gotten some questions about the most effective way to use our Invoice App, Payroll App, and Reimbursement App together. Here are two breakdowns of how they can be used together to manage your business payments seamlessly.

Use the Payroll App and Invoice App to pay contractors, vendors, and clients
Use the Invoice App, Reimbursement App, and Payroll App for slightly different purposes to manage your business payments efficiently

Sinan Çapa
Written by Sinan Çapa