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
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Selecting Default Information
Follow the steps below to create default invoice settings:
Log into the Portal.
Navigate to Forms and then select Invoices.
Select Invoice Settings.
Enter the preferred default invoice settings for your organization.
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Listing Items and Products
The items created on the Products page are the description and price of your products for sale. You can add or delete them that can be added or deleted at any time. Items here need only to be created once and can be duplicated on an invoice if multiple are being purchased. 1. Go to “Products” on the left-hand side of the dashboard. Then click “Add Product” to add a description and price to an item for sale
Add a Product
To add products:
Select Products and then click Add Product.
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2. Fill in the following information for your item. The information can be as general or as specific as necessary. Items in large quantities can be duplicated on invoices. A product code can also be added to your invoice if you wish for an item to match a stocking number.
Each product created can be edited by clicking the name.
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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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3. Add all applicable product information such as the Name, Price, Code and Description.
3. Click Add.
Edit a Product
To edit an existing product:
Click on either the Name, Price, Code or Description of the product.
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Clicking on any will allow you to make changes to all. |
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3. Click the edit icon as shown below.
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4. Make any necessary changes and then select the checkmark to keep changes.
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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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When all necessary information is complete, click “SAVE AND SEND” to generate the invoice.
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Invoice 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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5. Invoice - See the Options Description and Invoice Status Description tables below for descriptions of the options available within the Invoice Details page.
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Options Description Table
Option | Description |
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Link | View invoice |
Go to Invoice | Open invoice within a new tab |
Print Invoice | Provides invoice printing options |
Edit | Make changes to existing invoice |
Send | Emails the invoice to customer emailing address |
Mark as Paid | Changes the status of the invoice from pending to paid |
Duplicate | Make a copy of the invoice |
Delete | Delete the invoice |
Invoice Status Description Table
Status | Description |
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Pending | Invoice is awaiting payment |
Viewed | Indicates that the customer has viewed the invoice but not yet paid |
Paid | Invoice has successfully been paid |
Customer View
The Invoice will be presented to the customer in this format.
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