The Invoice Details page contains information about an invoice found in the table on your Invoices page. On this page, you can edit invoice details, perform actions that affect the status of the invoice, or view related activity.
Navigate to the Invoice Details page by following the steps below:
Step 1: Click on Invoices under Forms in the left hand navigation panel.
Step 2: Find the specific invoice in the table, and click on any information to open the Invoice Details page.
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Invoice Details Features
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Invoice Details Information BannerThe Invoice Details information banner displays an overview of the invoice, including the following information:
Invoice FormThe Invoice form includes the following information about the invoice:
Customers FormThe Customers form contains the following information about the customer associated with the invoice:
Items FormThe Items form contains the following information about goods or services included in the invoice:
Total Amounts FieldsThe 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 FormThe Billing Address form contains the following information about the customer’s billing address:
Invoice Details Forms ActionsThe 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 PanelThe 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:
Activity TableThe Activity table contains information about payment activity related to the invoice, including the following information in the default setting:
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Customize Your Invoice Details Activity 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.
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Activity Data
Transaction Data
Customer Data
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Related Pages
Click the links or items in the page to access any of the following pages:
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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