Tres Invoicing

TRES provides a unified invoicing workflow that connects your ERP, your crypto wallets, and your clients — enabling creation, delivery, tracking, and reconciliation of invoices paid in fiat or crypto.

With this launch, finance teams can now:

• Automatically pull ERP-generated invoices into TRES

• Send branded invoices offering both fiat and crypto payment methods

• Let customers make test payments before large transfers

• Receive real-time notifications upon test or full payments

• Maintain complete audit-ready payment logs (including test transfers)

• Automatically match invoice payments to blockchain transactions

• Sync payment status back into the ERP system

Invoice table

Billing Status:

• Paid — Invoice fully paid, linked to a transaction, and synced to ERP

• Partially Paid — Payment recorded, but not for the full amount

• Open — No payment linked yet

Test Payment Status:

• Empty — No test payment made

• Awaiting approval - Sender needs to approve test payment

Acceptance Status:

• Empty — No interaction yet

• Approved — Recipient acknowledged the invoice

• Rejected — Recipient actively declined the invoice

How Tres invoicing works

1. Connect ERP - Connect your ERP account (e.g. Xero, NetSuite) to TRES.
   All AP/AR invoices are automatically imported.

2. View Invoices - Go to Integrations → AP/AR to access the full invoice list.

3. Configure Invoice Defaults - Click General Configuration (top left) to set:

   1. Brand logo that appears in client-facing invoices

   2. Internal payment accounts and supported crypto assets

   3. Wire instructions for fiat payment options

      (These settings act as the default for all invoices, but can be customized per invoice)

      

4. Preview an Invoice - Click any invoice row to open the invoice preview.
   You may:

   1. Confirm or adjust available payment accounts (crypto or bank)

   2. Review line items before sending

      

5. Send the Invoice -
   From the invoice table, open the ⋮ menu → Send Email.
   Enter one or more recipient emails.
   Your customer will now receive the interactive invoice.

   

Customer Invoice Experience (Your Clients)

After receiving the invoice email, your customer can:

Approve or Reject

This is optional but helps you track engagement:

• Approve → confirms they received and accept the amount

• Reject → signals a dispute or need for clarification

Approval does not trigger payment.

Make a Test Payment (Optional)

Useful for first-time or large crypto transfers.

• A small amount (≈ $1) is generated

• Customer sends it to the selected crypto address

• TRES detects the transfer and logs its hash

• Once approved on your side, the customer can proceed

You receive a notification as soon as the test payment arrives.

Make Full Payment

When the full crypto payment is made:

• The invoice status changes to: Crypto payment made

• A transaction hash is recorded

• The transaction becomes visible in the Ledger (after data collection sync)

• The invoice is automatically linked to that transaction

Sync Back to ERP (Invoice sender)

Once payment is final, sender:

• Validates that the transaction matches the invoice

• Syncs to the ERP