Invoicing

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 can 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 good to go.

Finally, we will set a default payment page that will be on the invoice for the customer to make payment.

Navigate to the Payment Page tab. 

Next to the desired page, mark the default check box and that page will be used for payment when a customer receives an invoice.

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Once you’ve setup the invoice settings, you’ll be able to send out an invoice and have you paid quickly and efficiently.

To send out an invoice, login and go to:

1. Payment Processing.
2. Click on ‘Invoices’.

This will bring you to a page to see your invoice history or create a new itemized invoice.

Notice here on your existing invoices, you can click on this dropdown here to resend, mark the invoice as Paid, Void, Download a PDF, edit, or delete invoice.

As these invoices are paid the status will update to 'Paid'.

To start a new invoice, click on the 'Create New Invoice' button.

Choose an existing contact or add a new one (this is who the invoice will be sent to).

If needed, enter a shipping address and choose if you would like to CC or BCC someone on this invoice.

Once a contact is selected, you can add items to the invoice by clicking 'Add Item' and selecting an item you already created.

You can edit the items description, quantity, and rate by clicking on this pencil icon.

The 'total' will calculate based on the total amount of items you have added to the invoice. You can choose to add a tax percentage rate here or a shipping amount if desired.
Any extra notes can be added in the notes section.

Lastly, you can send the invoice to a manager for approval or if you have the correct user permissions, you can send it directly by clicking here and it’s off to your customer for payment. 

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To navigate to the Invoice Report History page:

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The user is able to make changes to an invoice that has already been sent as long as the invoice has not yet been paid. 

1. Find Payment processing, open Invoicing, then select Reports

2. Find the transaction you wish to edit, then click on the ‘Options’ drop down, then select ‘Edit’  

3. Once the update has been made, select ‘Save’ and the invoice will be successfully saved.

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