To use our invoicing tool, you will first need to set up your invoice settings.
Do this by logging in, to your merchant portal and navigate to 'settings' and then 'invoice options'.
Here you will see a settings page with three different tabs of invoice settings.
The first page is named 'General'. Here you provide your Business Information, a starting invoice number, and other default information for your invoices.
The next page is named 'items'. This is where you populate your list of services or products to be sold. You can add, remove, or edit items on this item list at any time.
Note: you can also add items in bulk using a csv file.
Lastly, we have 'Payment Terms'. Here, you select from the existing payment terms for your invoices, or you can add one that suits your business better, select a default term and you’re all set to send out invoices.