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The 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.

Note: Invoices and Payment Pages are similar, however, unlike payment pages, invoices are issued to a single customer, and once the customer pays the invoice it cannot be used again.

Navigate to the Invoices page by clicking Invoices under Forms in the left hand navigation panel.

Invoices Features

 Click here to view the features of the Invoices page.

Invoices Information Banner

The 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 Table

The 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:

Invoices Table Column Name

Description

Invoice

The invoice identification number.

Amount

The dollar amount of the invoice.

Due Date

The date that the invoice payment is due.

User

The merchant or other user that the invoice was sent to.

Title

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

Customer

The name of the customer that received the invoice.

Status

The status of the invoice: paid, pending, or drafted.

More Options

Click the three purple dots to open the More Options lightbox, which includes the following options:

  • Resend - resend the invoice to the recipient.

  • Mark as Paid - mark the invoice as paid.

  • Duplicate Invoice - create a copy of the invoice.

  • Delete Invoice - delete the invoice from the Invoices table. Note that this action cannot be undone.

Invoices Table Actions

You 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:

  • Step 1: Select the invoices from the table by clicking the box on the right hand side of the invoice listing, or select all invoices by clicking the box in the top right hand corner of the table.

  • Step 2: Click BATCH ACTIONS at the top of the table to open the Batch Actions lightbox.

  • Step 3: Click on the action in the lightbox and then click confirm to perform the action, or close the lightbox without performing an action by clicking anywhere in the page.

To perform actions on individual invoices, follow the steps below:

  • Step 1: Click on the three purple dots in the Invoices table row to open the More Options lightbox.

  • Step 2: Click on the action in the lightbox, which includes Resent, Mark as Paid, Duplicate Invoice, Delete Invoice.

  • Step 3: Click CONFIRM to perform the action, or click CANCEL to return to the previous page.

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:

 Click here to view Invoices customizations.

Invoice Data

  • ID

  • Created

  • Discount

  • Due Date

  • Email status

  • Expiration

  • Message

  • Number

  • Send On

  • Status

  • Tax

  • Title

  • Total

Entity Data

  • Entity ID

  • Login ID

  • Parameters ID

  • Type

  • Name

  • Address

  • City

  • State

  • Zip

  • Country

  • Phone

  • Fax

  • Email

  • Website

  • EIN

  • Currency

  • Status

  • Custom

Merchant Data

  • Merchant ID

  • DBA - Statement Descriptor

  • MCC

  • Date Created

  • Created by

  • Date Modified

  • Modified By

  • Date Boarded

  • Last Transaction Date

  • Date Established

  • Status

Customer Data

  • First Name

  • Last Name

  • Company

  • Address

  • City

  • Zip

  • State

  • Country

  • Phone

  • Email

Related Pages

Click the links or items in the page to access any of the following pages:

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