The Invoices menu page will show you all currently Paid, Pending, and Drafted invoices: the monetary values for each of those are reflected in the results that populate towards the top of the page. As explained above, Payment Pages and Invoices page contains a table of invoices that have been sent to your boarded merchants. You can view information about the invoices and their status, perform batch actions on listed invoices, and access more details about specific invoices.
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Note: Invoices and Payment Pages are similar, however, unlike an actual payment page, invoices are issued to |
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a single customer, and once the customer pays the invoice |
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it can no longer be used again. |
You may notice 5 different icons located to the right of the invoices underneath the “Batch” action text. The status of the invoice will discern which options you can perform using those icons. The icon roles are as follows:
On the Invoice Details page, you can edit the title, message, items, price, and customer details on the invoice.
You can also Send, Duplicate, Mark as Paid, or Delete the invoice directly on this page using the buttons located directly below the invoice details (above the Activity section).
Options to print the invoice are also available, and if you’d like to get the URL link of the page to send to a customer, click on the button, or click on the button to be taken to the page directly. Take note that certain invoices may not all have the same options depending on what they’re marked as.
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To add a new invoice, make sure you’re back on the main Invoices page and click on the +Add Invoice button located towards the top right to be directed to the invoice creation page.
Under the “Invoice” section of the form, you can add the invoice number under the NUMBER field, a TITLE so you can Navigate to the Invoices page by clicking Invoices under Forms in the left hand navigation panel.
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Invoices Features
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Invoices Information BannerThe Invoices information banner is located at the top of the Invoices page, and displays current information about invoices sent to your merchants, including Paid, Pending, and Drafts dollar amounts for the last 30 days. Invoices TableThe Invoices table is located below the information banner, and contains a list of all invoices that you can search and perform batch actions on, or access more information about a specific invoice. The Invoices table contains the following information in the default setting:
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In the “Items” section of the form, enter the name of the item included in the invoice. Note, this item doesn’t necessarily need to be a tangible product: the item “name” could be a service that you are charging your customer(s).
Enter in the quantity in the field to the left of the PRICE field along with the price, discounts, and taxes, if any apply.
To add a billing address to the invoice, activate the Billing address dropdown above the save button and then Save the invoice once completed.
Invoice Settings
Along with the feature to create invoices, located in the + symbol under Invoices are the Invoice Settings where you can update the logo that appears on the invoice, details about the business location, or add your API key to generate the invoice on your webpage. You can make certain fields for your customers to fill out on the invoice required or leave them open. Utilizing the invoice settings isn’t mandatory, but it allows you to personalize your invoices to your business.
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Invoices Table ActionsYou can perform batch actions or open the More Options lightbox to perform actions on individual invoices. To perform batch actions on multiple invoices, follow the steps below:
To perform actions on individual invoices, follow the steps below:
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Customize Your Invoices Table View
You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.
Expand the section below to view a complete list of the data that you can display on the Invoices table:
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Invoice Data
Entity Data
Merchant Data
Customer Data
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Related Pages
Click the links or items in the page to access any of the following pages: