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Overview: This Implementations resource provides steps for invoicingUse the Payrix Portal to generate invoices. |
This section provides instructions on how to create an invoice within the Portal.
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Options Description Table
Option | Description |
|---|---|
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 |
|---|---|
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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