Invoicing Options

There are three ways to receive invoices: automated emails, manual emails, and invoice downloads.

Notary Everyday / Escrow Officer / Invoicing Options

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Jump right in with this quick 2 minute tutorial:

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Steps to Follow

1. Automated Email

• 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.

2. Manual Email Sendouts from the Signing Service

• 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.

3. Invoice Download (Manual)

Escrow officers can quickly download invoices directly from the system by following these steps:

1. 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.

2. Access the Order Page

   • Click on the order to open its Order Page.

3. Download the Invoice

   • In the top-right corner, click the Invoice button.

   • The invoice will automatically download as a PDF.

148KB

invoice-EXAMPLE.pdf

pdf

With these options, escrow officers and signing services have flexible and efficient ways to access invoices as needed.