How To Create An Invoice

Using the Products within , you can create and send invoices to your customers and clients. This will allow you to streamline your payments processing to ensure you capture your money for your business. Follow the steps below to learn how.

Part 1: Creating and Sending an Invoice

Step 1: Create an Invoice

Navigate to Payments and click on the Invoice tab.
Click +New to start creating your invoice.

*Note: You must integrate a payment gateway (like Stripe) to receive payments.

Step 2: Edit Your Invoice

Add customer information
Edit the invoice settings
Add your product(s)
Edit/add tax information

Step 3: Sending Your Invoice

Once you create the invoice, you can send it using the blue send button in the top right corner.

When sending the invoice, you can choose between sending an email, text, or both an email & text.
You can also cc, bcc on the email. And you can edit the email template.
You can choose between live. & test payment modes when sending as well.

You can also “Copy and Mark as Sent” if you wish to send it using a different means.

Step 4: Checking The Status of an Invoice

Navigate to your Invoices tab and you’ll see a list of all your invoices.
Under the “Status” tab you can view the various statuses such as draft, paid, or due in X days.
You can also search and filter by status and date range(s).
Invoices can also be found in the Transaction tab.
- NOTE: Successful or Failed transactions will be visible under Payments > Transactions.

NOTE: You may add generic notes for the invoice using the gear icon right before the "New" button.

Part 2: Invoice Pro Tips

How To Add Taxes to Your Invoice

You can have taxes automatically charged to the invoice, or you can set up manual taxes.

How To Add a Discount to Your Invoice

Click the “add discount” icon to include a discount on your invoice.

How To Record Payments

Within an Invoice, choose the three-dot menu and drop down the options.
Select “Record Payment”.