Skip to content

Invoices

What is an invoice

An invoice is a document issued by a merchant to the customer that indicates the quantities and costs of the products or services provided by the merchant.

New Invoice

Create and send an invoice

  1. Click on Invoices.
  2. Click on New Invoices.
  3. Choose to either send the invoice to an existing customer or to enter information for a new customer.
    a. Existing Customer, choose Yes, then click Select Customer.
    b. New Customer, choose No, enter card manually.
  4. For an Existing Customer, all the customer details are automatically filled in.
    For a New Customer, enter the Customer Details and Billing/Shipping Address.
  5. Click Order Details and fill in the appropriate information. The Amount field will be automatically filled in once you enter the Product information.
  6. Click Add Another Product to add another product and the appropriate information for that product.
  7. Click Payment Options, select if you would like to show the Billing or Shipping Information on the payment form.
  8. Click Send. You will be taken to the Invoice screen and under the Sent column there will be a green paper airplane icon Sent indicating the invoice was sent.

Create and save an invoice

  1. Click on Invoices.
  2. Click on New Invoices.
  3. Choose to either send the invoice to an existing customer or to enter information for a new customer.
    a. Existing Customer, choose Yes, then click Select Customer.
    b. New Customer, choose No, enter card manually.
  4. For an Existing Customer, all the customer details are automatically filled in. For a New Customer, enter the Customer Details and Billing/Shipping Address.
  5. Click Order Details and fill in the appropriate information. The Amount field will be automatically filled in once you enter the Product information.
  6. Click Add Another Product to add another product and the appropriate information for that product.
  7. Click Payment Options, select if you would like to show the Billing or Shipping Information on the payment form.
  8. Click Save. You will be taken to the Invoice screen and under the Sent column there will be a gray paper airplane icon Save indicating the invoice is only saved and not sent.

Existing Invoices

Send a saved invoice

  1. Click on Invoices.
  2. Under the Action column, click the 3 Vertical Dots in the row of the invoice you wish to send.
  3. Click Send.
  4. Click Confirm in the popup. The gray paper airplane icon Save under the Sent column will now be green Sent.

Resend an invoice

  1. Click on Invoices.
  2. Under the Action column, click the 3 Vertical Dots in the row of the invoice you wish to resend.
  3. Click Send Again.
  4. Click Confirm in the popup.
    NOTE: Only unpaid invoices can be resent.

Pay an invoice

  1. Click on Invoices.
  2. Under the Action column, click the 3 Vertical Dots in the row of the invoice you wish to pay.
  3. Click Pay.
  4. You will be taken to the New Payment screen. Fill out the Payment information and Order Information, if applicable. See Payments > New Payments for payment process.
    NOTE: Only unpaid invoices can be paid.