Add an Invoice
Setup Invoicing
- In this section, there are two ways to do invoicing, Automatic Invoicing when a Subscription takes place and Manual Invoice setup.
- You can send invoices via email.
- You can also download your invoices.
Before you set up Invoicing you need to specify your Business Information first, click here
Step1. Create an Invoice
- Navigate to Finance-Invoices
- Click on Create Invoice
- Select a client type, either an Account or a Company
- Select an Account and type in the search bar to who this Invoice should be made out.
- Provide details for your Invoice.
- You can enter any Invoice number or leave it blank to generate a number automatically.
- Provide the product detail in the description and add the amount and quantities
- The Product can be selected if you start typing it out, a drop-down with the relevant Product will appear underneath the description lines
- You can also add extra line items to add more products, just click on the Green Plus sign on the right.
- You can also add a setting that is for yourself or for someone else.
- Click on the "Gear" button on the far right of the product description entry and select from the drop-down who you want to pay for.
- Select if this Invoice is Outstanding or Paid
- You can also add a message and footer note to this invoice as well.
Step2 Send and Download Invoices
- Under the Action menu on the far right of an Invoice, you can Download the Invoice in PDF.
- You can Also Send the Invoice via email to the person you selected in the Invoice.
Step3 Setup to automatically send an Invoice when a Subscription Transaction is successful.
- Navigate to a profile, view the account and scroll down to Subscriptions.
- Click on the Yellow Edit button on the subscription
- Configure the Document section of the subscription.
- Select Invoice from the Type.
- Select the Invoice Email Template ( Please note, if you haven't set up Invoice Templates yet, click on this link, Configure Invoice Email Templates)
- Click on save