Invoicing methods
Hauler has three invoicing methods. The method you pick on Invoicing Method controls how you bill customers, and whether they can pay online.
- Go to Admin → Invoicing Method. The subtitle is Manage your company invoicing method.
- Pick a method. Click Save.
Standard Invoicing
Create, edit, and send invoices in Hauler. Payment links, the hosted pay page, and Hauler Pay need Standard Invoicing plus a configured payment gateway. The card can show a NEW badge.
The card shows:
- Link your Accounting System, or Accounting Integration Added after you connect one
- Add a Gateway to receive Payments, or Payment Gateway Added after you add one
If no gateway is set up, you see No Payment Gateway Configured. Use Add Gateway. See Set up Hauler Pay.
If QuickBooks Online is connected, you can turn on Automatically sync Standard Invoices to QuickBooks Online (creates in QBO when status changes to Sent) and Automatically sync Adyen Payments to QuickBooks Online. Manual sync stays available.
Legacy Methods
Manual via QBO and Manual - List sit under Legacy Methods.
| Method | What it does |
|---|---|
| Manual via QBO | Copy data from Hauler to Quickbooks Online. Once created in Quickbooks Online, changes won't sync automatically. |
| Manual - List | Track charges you have invoiced using the status checkbox on Hauls. Does not use integrations or automations. |
If you pick the QBO method without a QuickBooks connection, you see: You must have a Quickbooks integration setup to use Quickbooks as your invoicing method. Connect QBO first. See Setup Integrations.
On a haul that can still be billed, the dropdown can show Not Billed, External, Create Invoice (Standard Invoicing), or Create QBO Invoice (QBO method, integration connected). Legacy methods do not create pay links.
Standard Invoicing is not the same switch as Standard Inventory. A team can use one without the other.