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titleClick here to view the features of the Invoice Details page.

Invoice Details Information Banner

The Invoice Details information banner displays an overview of the invoice, including the following information:

Invoice Details Information Banner Item Name

Description

ID

The Payrix-generated ID number for the invoice.

Created

The date that the invoice was created.

Status

The status on the invoice: paid, viewed, or pending.

Login

The login name of the customer account.

Email Status

The status of the invoice email: sent or pending.

Invoice Form

The Invoice form includes the following information about the invoice:

Invoice Form Item Name

Description

Number

The ID number associated with the invoice.

Title

The title of the invoice, which can be used to illustrate for what or who the invoice is intended.

Message

Any A message from the merchant included with to the customer including additional notes or details about the invoice.

Payment Method

The payment method available for the invoice. Choose from the following:

  • American Express

  • Visa

  • Master Card

  • Diners

  • Discover

  • Debit

  • Personal Checking

  • Personal Savings

  • Business Checking

  • Business Savings

Customers Form

The Customers form contains the following information about the customer associated with the invoice:

Customers Form Item Name

Description

First Name

The customer’s first name.

Last Name

The customer’s last name.

Email

The customer’s email address.

Items Form

The Items form contains the following information about goods or services included in the invoice:

Items Form Item Name

Description

Name

The name of the good or service sold.

Quantity

The number of items.

Price

The price per unit.

Discount

Any discounts applied to the invoice.

Total Amounts Fields

The dollar amounts for the Discount, Tax, and Total are displayed below the Items Form in the page. Note that these sections will be updated if related information in the Items Form is edited by you or the merchant.

Billing Address Form

The Billing Address form contains the following information about the customer’s billing address:

Billing Address Form Item Name

Description

Address

The customer’s street address.

Address 2

The suite number or other information associated with the street address.

City

The city portion of the customer’s address.

State

The state portion of the customer’s address.

Zip

The zip code portion of the customer’s address.

Country

The country portion of the customer’s address.

Invoice Details Forms Actions

The Invoice Details forms support the following actions: edit, add an email, and add a product.

To edit portions of the Invoice Details forms, click the PENCIL icon in the top right hand corner of the page. Enter any editing into the open fields, and click the CHECKMARK icon to save your changes, or discard your changes by clicking the X icon. Alternatively, click the EDIT button in the action panel below the forms, edit the invoice, and click CHECKMARK to save or X to cancel in the top right hand corner of the page.

To add an email to the Customer form, click the PENCIL icon in the top right hand corner of the page. Click ADD ADDITIONAL EMAIL and enter the additional email(s) into the form. Click the CHECKMARK icon to save your changes, or discard your changes by clicking the X icon.

To add a product to the Items form, click the PENCIL icon in the top right hand corner of the page. Click ADD PRODUCT and enter the additional product information into the form. Click the CHECKMARK icon to save your changes, or discard your changes by clicking the X icon.

Invoice Details Action Panel

The action panel is located below the forms sections, and includes the following buttons that can be used to perform actions related to an individual invoice:

Invoice Details Action Panel Button Name

Description

Link

Click this button to copy a URL link to open a copy of the customer’s invoice in a web browser, or send the link of the invoice page to the customer.

Go To Invoice

Opens the invoice in a new page in your browser window.

Print Invoice

Opens the invoice as a printable .pdf page.

Edit

Allows you to edit portions of the invoice.

Resend

Resend the invoice to the customer.

Mark as Paid

Mark the invoice as paid.

Duplicate

Create a duplicate copy of the invoice.

Delete

Delete the invoice. You will be asked to confirm this command in a light box.

Activity Table

The Activity table contains information about payment activity related to the invoice, including the following information in the default setting:

Activity Table Column Name

Description

TXN ID

The Payrix-generated ID associated with any transactions that paid toward the invoice.

TXN Status

The status of any transactions associated with the invoice.

Date

The date of the activity.

Cardholder Name

The name on the credit or debit card used for the payment activity.

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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 illustrate for what or who the invoice is intended, a MESSAGE to add additional notes or details about the invoice, when the invoice is due and also when you’d like the invoice to be sent to its recipient(s) -- which is set up under the “Customer” section of the invoice form.

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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