Invoicing Options
There are three ways to receive invoices: automated emails, manual emails, and invoice downloads.
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There are three ways to receive invoices: automated emails, manual emails, and invoice downloads.
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When an order is marked complete, an invoice is automatically emailed to you.
The email is sent from your signing service and typically includes:
Subject: Invoice for [File Number / Signer Name] from [Signing Service]
Body:
Hi,
Attached is the invoice for [File Number / Signer Name] from [Signing Service].
Thanks for the order. Your business is much appreciated.
Best regards,
Signing service contact details at the bottom.Comment
A PDF invoice attachment for the order.
A signing service may choose to send an invoice manually.
While the email format may vary, it generally includes:
Subject: [File Number / Signer Name] from [Signing Service]
Body:
Attached is the invoice for [File Number / Signer Name] from [Signing Service].
Thank you for the order. Your business is much appreciated.
Signing service contact details at the bottom.
A PDF invoice attachment for the order.
Escrow officers can quickly download invoices directly from the system by following these steps:
Search for the Order
Use the search bar (top-left of your dashboard) to find the order.
Search by invoice number, signer name, order number, or other relevant details.
Access the Order Page
Click on the order to open its Order Page.
Download the Invoice
In the top-right corner, click the Invoice button.
The invoice will automatically download as a PDF.
With these options, escrow officers and signing services have flexible and efficient ways to access invoices as needed.
