How can I create an invoice?

Marlon Misra
Marlon Misra
  • Updated

To create an invoice, navigate to the Billing > Invoices page and click on New. On the invoice creation page: 

  1. Select an individual client or company. If you select a company, any client associated with the company can view and pay the invoice.
  2. Add one or more line items, each with a price and quantity.
  3. Optionally add taxes.
  4. Specify if you want to auto-charge or notify the client to pay manually.
    1. If you select Automatically charge payment method, you will need to add a payment method for the client.
    2. If you select Notify client to pay manually, the client will receive an email notification that notifies them about the invoice. If you select this option you can also set a due date. 
  5. Optionally add a memo.
  6. Optionally add attachments.
  7. In the Advanced settings section, you can also:
    1. Specify if you want to allow credit card payments, ACH payments, or both.
    2. Specify if you or your client pays for payment processing fees

In the top-right you can also click on Preview to get a preview of the client experience.

  1. If you selected Automatically charge payment method above, the preview will just show the invoice.
  2. If you selected Notify client to pay manually above, you can preview the client email notification, client checkout experience, and invoice.

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.