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For creating uploading your own invoice, skip to “Generating Invoices”
1. Open your browser (Internet Explorer, Google Chrome, Safari, etc.) and go to: https://portal.currencypay.com/login Go to Invoice>Invoice Settings
Choosing Default information for Invoices
The information listed here will generate on every invoice you create.
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If you have a logo you would like to display, click the “Logo” button below to upload the picture.
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Listing Items and Products for the Invoice
The items created here are the description and price of your products for sale. You can add or delete them at any time. Items here need only to be created once and can be duplicated on an invoice if multiple are being purchased.
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3. To edit a description and price of a product, click the icon on the top right corner of the screen.
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Generating Invoices
If you wish to use your own invoice, to send to a customer electronically, click the “Upload Invoice” button in the top right corner to upload a Pdf.
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