This section provides instructions on how to create an invoice within the Portal.
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1. Choosing Default information for Invoices
The information listed here will generate on every invoice you create.
Log in>Go to Invoice>Invoice Settings
Go to "Invoice" listed on the left-hand side of the main screen. Then click “Invoice Settings” to generate the default information you would like each Invoice to include. If you have a logo you would like to display, click the “Logo” button below to upload the picture.
If you have a logo you would like to display, click the “Logo” button below to upload the picture.
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2. 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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When all necessary information is complete, click “SAVE AND SEND” to generate the invoice.
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4. Invoices Details
The Invoice details will give an overview of the inputted information. The options below will allow you to do the following:
“Link” will give you a web link to the invoice
“Go to Invoice” will open the invoice in a new tab
“Print Invoice” prompts printing options
“Edit” will allow changes to make changes
“Send” will email the invoice to the customer’s email address
“Mark as Paid” will change the status of “Pending” to “Paid”
“Duplicate” will make a copy
“Delete” will erase the invoice entirely
The invoice has three statuses:
“Pending” meaning it is in progress to be viewed and paid
“Viewed” to represent that the customer has looked at the invoice, but has not yet paid “
“Paid” to signal that the customer has successfully paid the invoice
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