Invoicing FAQ

On Chase.com:

1. Go to Collect & deposit.
2. Find the "Get paid" section and choose Get started under "Create an invoice".
3. Choose Get started to activate invoicing.

On the Chase Mobile^® App:

1. Go to Pay & collect and choose Collect & deposit.
2. Choose Create invoices.
3. Choose Get started to activate invoicing.

On Chase.com:

1. Go to Collect & deposit.
2. Find the "Get paid" section and choose New invoice under "Create an invoice".
3. Provide info about your customer, products/services, invoice terms and choose how you want to be paid.
4. Preview and review the information you provided and choose Create invoice.
5. Copy the invoice link and share it through email, text or another other application.

On the Chase Mobile App:

1. Go to Pay & collect and choose Collect & deposit.
2. Choose Create invoices.
3. Provide info about your customer, products/services, invoice terms and choose how you want to be paid.
4. Preview and review the information you provided and choose Create invoice.
5. Share the invoice link through email, text or another other application.

There’s no additional monthly fee to create invoices, but if your customer pays by card, you’ll be charged 3.5% + 10 cents per transaction.

Only System Administrators for a business can create and manage invoices.

No. At this time, you can’t customize your invoice link or payment portal page.

Currently, you can only set your invoice number when creating your first invoice. After that, you can’t edit your invoice number and it will increase by 1 with each new invoice.

When creating a new invoice, select Credit or debit card option under "How do you want to get paid?" If you have more than one account enrolled in Chase QuickAccept℠, you can choose which account you’d like to use.

You can add your Zelle ID to your invoice to let your customer know you accept Zelle. When creating a new invoice, select Zelle as a payment option under "How do you want to get paid?" If you have multiple Zelle IDs, you can choose the ID you’d like to use for invoice payments. You must activate Zelle to use it as a payment option.

Once you receive a Zelle payment from your customer, you can manually mark the invoice as paid. To mark an invoice as paid, go to your invoice activity in "Collect & deposit." Then, open the invoice you’d like to adjust and choose the Mark as paid button.

You can add check as an accepted payment method and include your mailing address to let your customer know where to send a check. When creating a new invoice, select Check option under "How do you want to get paid?" If you have more than one mailing address, you can choose which mailing address you’d like to use.

Once you receive a check payment from your customer, you can manually mark the invoice as paid. To mark an invoice as paid, go to your invoice activity in "Collect & deposit." Then, open the invoice you’d like to adjust and choose the Mark as paid button.