Invoicing support

For Chase Business Online users:

1. Go to Collect and deposit.
2. Find the Get paid section and choose New invoice under Create an invoice
3. Provide information about your customer, products/services and invoice terms. Then, choose how you want to get 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.

For Chase Mobile App users:

1. Go to Pay & collect and choose Collect and deposit
2. Choose Create invoices
3. Provide information about your customer, products/services and invoice terms. Then, choose how you want to get 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.

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.

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

You must be enrolled in Chase QuickAccept to accept card payments on your invoices. When creating a new invoice, choose the 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 and deposit. Then, open the invoice you’d like to adjust and choose Mark as paid.

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, choose Check 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 and deposit. Then, open the invoice you’d like to adjust and choose Mark as paid.

To see what the invoice experience looks like for your customer, paste an unpaid invoice link into your browser and follow it.

No, partial payments are not supported at this time. Your customer must pay the full amount requested on your invoice.

Invoice links never expire. However, once an invoice has been paid or canceled, it can’t be edited or used for another payment.

In your invoice settings, you can adjust the business name you show on your invoices. If you have a Doing Business As (DBA) name registered with Chase, you can add it to your invoices through invoice settings, but if you’d like to add a new DBA name, you’ll have to visit a Chase branch.

For Chase Business Online users:

1. Go to Collect and deposit
2. Choose Settings and then Invoicing
3. Find the business name section under business information and choose either your legal business name or your DBA name
4. Choose Save

For Chase Mobile App users:

1. Go to Pay and collect and choose Collect and deposit
2. Choose Settings and then Invoicing
3. Choose the Business information tile
4. Find the business name section under business information and choose either your legal business name or your DBA name
5. Choose Save
   

In your invoice settings, you can change the business address, phone number and email address you display on your invoices.

For Chase Business Online users:

1. Go to Collect and deposit
2. Choose Settings and then Invoicing
3. Choose whether you want to show a city or street address under the Business address section
4. Choose to show your email address, phone number or both under the Business contact section
5. Choose Save

For Chase Mobile App users:

1. Go to Pay and collect and choose Collect and deposit
2. Choose Settings and then Invoicing
3. Choose the Business information tile
4. Choose whether you want to show a city or street address under the Business address section
5. Choose to show your email address, phone number or both under the Business contact section
6. Choose Save
   

You can save your preferred payment methods in your invoice settings to help simplify the invoicing process, but you still have the flexibility to edit them for each invoice.

For Chase Business Online users:

1. Go to Collect and deposit
2. Choose Settings and then Invoicing
3. Choose the Payment methods accepted tab
4. Check the boxes of the payment methods you’d like to pre-select for your invoices
5. Choose Save

Note: If you’re eligible for certain payment methods, but not enrolled in them, you’ll see directions for getting started on this screen.

For Chase Mobile App users:

1. Go to Pay and collect and choose Collect and deposit
2. Choose Settings and then Invoicing
3. Choose the Payment methods accepted tile
4. Check the boxes of the payment methods you’d like to pre-select for your invoices
5. Choose Save

Note: If you’re eligible for certain payment methods, but not enrolled in them, you’ll see directions for getting started on this screen.

If your customer paid by card, you can issue a refund through Chase Business Online or the Chase Mobile app. If your customer paid by check or Zelle, you’ll need to issue a refund manually. To refund card payments, choose the relevant invoice in your invoice activity, then choose the Manage transaction button and Refund.