Overview
Spiro creates and emails invoices automatically, based on each Agent’s payment plan. You can also send one yourself:
How to invoice an Order right away
Use this for Agents on a Weekly or Monthly payment plan when you don’t want to wait for their scheduled invoice.
Open the Order.
In the Timeline, find the Invoicing row and click Invoice Agent Now. If part of the Order is billed to the Agent’s Company, click Invoice Company Now to invoice the Company.
Choose how to send it:
Create: creates the invoice now and emails it with the next day’s invoice run.
Create & Send Now: creates the invoice and emails it right away.
Optional: turn on Force payment before download to lock this Order’s downloads until the invoice is paid.
You can also click Invoice Now in the Property Website Editor, next to Will be invoiced on [date] under the payment status. It invoices the Agent and Company together.
How invoices work with Pay Before Download
For Agents on Pay Before Download, Spiro creates the invoice and emails it with the delivery email. If the Agent opens the download page before an invoice exists, Spiro creates one and takes them straight to the payment page.
Resending the delivery email also resends the invoice. To send only the invoice, see How to resend an invoice.
How to resend an invoice
Open the invoice. Either:
click the Agent Invoice or Company Invoice link in the Order’s Timeline, or
go to Invoices → Clients and click the eye icon on the invoice.
Click Send Email.
You can also click the paper plane icon on the invoice’s row in Invoices → Clients.
The invoice goes to the Agent’s billing email. If they don’t have one, it goes to their account email. Company invoices go to the Company’s email.
How to send the payment link yourself
Use this to text the invoice to a client, or to send it to someone who doesn’t get Spiro’s emails.
Open the invoice (see How to resend an invoice).
Click Open Client Payment Link. The payment page opens in a new tab.
Copy the address from your browser’s address bar and send it to your client.
Notes
Anyone with the payment link can pay without logging in. Once the invoice is paid, the download page opens for that Order.
An Order can only be invoiced once.
If the Order changes after it’s invoiced (for example, services are added or a custom fee is added), an unpaid invoice updates to the new total automatically. A reschedule fee shows up on the invoice the next time the Order changes.
Force payment before download is off by default.
To invoice an Order right away, your team member needs the Invoicing permission.
Invoices are only sent by email. To text one, send the payment link yourself.