How Customers Receive and Pay an Invoice2go Invoice
July 12, 2026
By Evan Marshall, small-business payment support lead with 8 years of experience reviewing digital invoice workflows
Last reviewed: July 12, 2026
Invoice2go is a mobile and web invoicing service that lets businesses create estimates, issue invoices, offer supported online payment methods, and record payments received elsewhere. This independent guide is not affiliated with Invoice2go or BILL.
Existing users should sign in through the verified Invoice2go account page. Before sending a live invoice, review the customer-facing payment instructions, due date, reminder schedule, and payment options because each setting affects what the recipient sees and what happens after payment.
What Invoice2go does
Invoice2go is designed for small businesses that need invoices, estimates, customer records, projects, reports, payments, integrations, and mobile access. The service can be used to prepare a document, deliver it electronically, collect an eligible online payment, and retain the transaction in the associated account.
The customer route has several distinct stages.
An invoice can be created correctly but sent to the wrong address. It can arrive with unclear payment instructions. A customer may pay only part of the balance. Automated reminders may then continue because the document has not been fully paid.
Separate those stages.
The most useful test is to send a controlled invoice to an address managed by the business, open it as a customer, and examine the entire experience before billing a real client.
Start with the verified Invoice2go login
The verified Invoice2go account page is hosted on the account.2go.com domain. It displays Email, Password, Forgot password?, and a registration option.
Use that page for account access and recovery.
A person who forgets the original account address may accidentally register again and reach an empty profile. The new account can function normally while containing none of the earlier clients, invoices, payment records, or subscription information.
Check the existing account first.
Invoice2go’s login troubleshooting advises users to confirm that the password was entered correctly and use the reset route when it cannot be remembered. Account recovery should remain within the verified Invoice2go page and Help Center.
Do not place confidential account or payment information inside an ordinary support description.
Set payment instructions before sending invoices
Invoice2go provides an account-level area for payment instructions. On the web, the documented route begins with the company name, followed by Account & settings, Client payment options, the Payment instructions box, and Save.
These instructions can explain how the customer should complete payment when the business accepts an offline method or needs to communicate a billing condition.
Keep the wording brief.
A customer should be able to distinguish the amount due, accepted method, reference to include, and contact route for billing questions. Long legal text and general business policies belong elsewhere on the document when applicable.
Do not contradict the invoice itself. If the document offers an online payment portal, the written instructions should not tell the customer that only an offline method is accepted.
My first priority would be consistency between the invoice and the payment instructions. Skip decorative changes until the payment route is understandable.
Online payments use the customer portal
Invoice2go says customers can pay through its payment portal after an invoice is sent with online payments available. Payout timing and transaction costs vary according to the payment method selected by the business and used by the customer.
This means an invoice can be payable without the customer contacting the sender for a separate link.
The business should still inspect the customer view. Confirm that the correct company name, invoice amount, currency, due date, and available methods appear before relying on the portal.
A successful customer payment and a bank deposit are not identical events. Processor timing can create a delay between the customer completing the transaction and funds becoming available to the business.
Verify the deposit separately.
Do not promise a precise arrival time unless the applicable account and payment method provide that timing.
Plan pricing is only one part of the cost
Invoice2go currently markets Starter, Professional, and Premium subscription levels on its US pricing page. The comparison includes differences in invoice capacity, payment rates, reports, integrations, and recurring invoicing.
A lower subscription price does not always produce the lowest total cost.
Businesses that send few invoices may care mainly about the annual document allowance. Businesses collecting substantial card volume may care more about processing percentages. Repeat-service providers may need recurring invoices, while a company moving data into accounting software may need a supported integration.
Calculate from actual use.
Count last year’s invoices and estimate how customers paid them. Then compare subscription expense, payment costs, invoice capacity, and required features.
Prices and available payment methods can vary by region. Confirm the current regional page before subscribing or quoting a fee to a customer.
Deposit requests need an explicit amount and due date
Invoice2go allows a deposit request to be added to an invoice or estimate. For estimates, the documented web controls include Add deposit request, Percent (%) or Fixed ($), the amount, permitted payment methods, and a deposit due date.
Use a percentage when the advance payment should adjust with the total. Use a fixed amount when the agreed deposit is a specific sum.
Review the setting applied to future documents.
Invoice2go provides an option to reuse a percentage-based deposit request. That may save time for consistent jobs but can also copy an unsuitable requirement into a different type of project.
A deposit request should state what the payment covers and how it affects the remaining balance. Local rules involving deposits, cancellations, and refunds vary by jurisdiction and industry.
The software supplies the control. It does not determine whether every deposit condition is appropriate.
Confirm an externally paid deposit before recording it
Invoice2go allows an estimate deposit to be marked as paid manually. Its documented workflow includes opening the estimate, selecting Mark deposit as paid, choosing the payment method, entering the date, and saving the entry.
That action updates the Invoice2go record. It does not independently prove that the money arrived.
Check the corresponding financial record first.
A customer may say that an external transfer or check has been sent, but the business should confirm receipt before marking the deposit paid. Otherwise the estimate and later invoice can show an amount received that never cleared.
My second priority would be confirming the transaction before changing the status. Skip recording a promised payment as completed.
Partial payments leave an open balance
Invoice2go supports partial-payment recording on mobile and web.
On mobile, the documented path is Invoices, select the invoice, Record payment, enter the amount, method, date, and notes, then save. On the web, users open the invoice, select Preview or Send, choose Add payment, and enter the same transaction details.
The entered amount reduces the outstanding balance rather than closing the full invoice.
This matters for instalment arrangements. A $300 payment against a $900 invoice should leave $600 outstanding. Marking the entire invoice paid would distort customer balances, reports, and later collection activity.
Manual recording does not move funds. It documents a payment that occurred elsewhere.
Reconcile the recorded amount with the actual receipt.
Payment reminders continue until full payment
Invoice2go’s published reminder schedule sends messages three days before the due date, on the due date, three days after it, and seven days after it when an invoice remains unpaid in full.
A partial payment therefore does not necessarily stop reminder communication.
This can create friction when the customer has followed an agreed instalment schedule but the invoice still uses an earlier due date. The customer may receive an overdue message even though the business agreed that the remaining amount would be paid later.
Update the record and communication settings together.
A reminder system cannot understand an agreement that exists only in a phone conversation. The invoice due date, remaining balance, and reminder configuration should reflect the current arrangement.
Do not use repeated reminders to solve a disputed amount. Correct the invoice or discuss the issue first.
Recurring invoices are for stable repeat work
Invoice2go offers recurring invoicing for repeat jobs or customers. The feature is intended to reduce re-entry when the service, customer, and schedule remain predictable.
Recurring creation should not be confused with guaranteed payment.
The software can generate the next invoice, but the customer still needs an eligible payment route unless another supported arrangement applies. Review the generated document for the correct service period, amount, taxes, customer details, and due date.
Automation repeats errors too.
A recurring template can continue after a price change, contract pause, or customer departure unless someone reviews the schedule.
Use recurring invoices for stable billing. Skip them for work whose quantity or scope changes each time.
What happens after the customer pays
Invoice2go’s customer-review process can appear after a customer fully pays an invoice online. The customer may rate communication, timeliness, quality, value, and general experience, and may leave a short written review.
Partial payment does not trigger that review route.
Invoice2go also states that reviews are limited to one per customer, so a repeat customer should not be expected to receive a fresh review prompt after every invoice.
A review is not payment evidence.
Retain the invoice, payment record, receipt, and any associated customer agreement independently. Feedback can describe the customer’s experience, but it does not replace financial reconciliation.
Common customer-payment mistakes
The first common mistake is placing unclear or conflicting instructions on the invoice. The customer sees an online payment option but also reads text suggesting a different required method.
The second is recording an external payment before confirming receipt. That can reduce the displayed balance and stop collection activity even though the business has not received the money.
Both problems begin inside the account but affect the customer.
Review the invoice as a recipient, then compare every recorded payment with the corresponding financial record.
Getting Invoice2go support
The verified Invoice2go Help Center contains resources for login problems, invoices, payment settings, deposits, reminders, and account management. It also provides a route for submitting a support request.
A useful request should identify the affected invoice, device type, page or control, approximate date, and exact non-sensitive error wording.
For example: “The customer made a partial payment, but the remaining balance does not match the transaction amount recorded on the invoice.”
Do not send unnecessary private customer records. Provide only the information requested through the verified support process.
Frequently asked questions
Where is the Invoice2go login?
Use account.2go.com.
Can customers pay an Invoice2go invoice online?
Yes, when an eligible online payment method has been enabled for the invoice and account.
Can I add payment instructions to every invoice?
Yes. Invoice2go provides a Payment instructions field under Client payment options in the web account settings.
Can Invoice2go request a deposit?
Yes. Deposit requests can use a percentage or fixed amount and include a due date.
Can I record part of an invoice as paid?
Yes. Enter the partial amount, payment method, date, and notes against the invoice.
Will partial payment stop Invoice2go reminders?
Not necessarily. Invoice2go says reminders continue while the invoice has not been fully paid.
Does marking a payment received move money?
No. A manual entry only updates the invoice record.
When can a customer leave a review?
After fully paying an eligible invoice online. Partial payments do not trigger the review prompt, and reviews are limited to one per customer.