Invoice Details
Enter the following information in the Invoice Details fields to begin creating your invoice:
Invoice Details Field Name | |
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Invoice Details Field Name | |
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Number | The invoice number. |
Title | The title of the invoice. |
Message | A message in the invoice. |
Due Date Drop Down | The Due Date drop down list displays options for the invoice’s due date. Choose from: Due Today In a Week In a Month End of Month Choose Date
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Send On Drop Down | The Send On drop down list displays options for the date that the invoice will be emailed to the customer. Choose from: Manual Share (No Email) Send Now In a Week In a Month End of Month Choose Date
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Payment Methods | The payment method(s) you will accept as payment for the invoice. You can select multiple payment methods. Choose from the following payment method types: All Amex Visa Master Card Diners Discover Debit Personal Checking Personal Savings Business Checking Business Savings
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Customer Details
Enter information about the customer who will receive the invoice in the Customer Details section. If the invoice goes to a customer that you have invoiced previously, click SAVED at the top of the section and select the customer name from the drop-down list.
Note: You can save customer information to add it to the Customer Details drop down using any of the following methods:
Use the Customers page to save information for a new customer.
Create a customer token from a previous Invoice.
Save customer information from a PayField/PayFrame Configuration.
To enter a new customer, click NEW at the top of the section and enter the following information:
Customer Details Field Name | |
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Customer Details Field Name | |
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First | The customer’s first name. |
Last | The customer’s last name. |
Email | The customer’s email address. |
Customer Details Action
To add an additional email to the invoice, click ADD ADDITIONAL EMAIL at the bottom of the section. Enter the customer’s email address in the field that appears. Add additional emails by clicking ADD ADDITIONAL EMAIL again, or remove an email by clicking the TRASHCAN icon to the right of the email field.
Item Details
Add details about products or other items sold using the Item Details section, including the following information:
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Name | The product name. Click in this field to open a drop down menu that displays all the products previously saved in your Products page table. |
Quantity | The number of units of the item to add to the invoice. |
Price | The price per product. |
Discount | Any discount on an individual product line in the invoice. |
Tax | Any tax charged during the purchase. |
Total Discount | Any discounts on the entire invoice price. |
Total Amount | The total amount including any tax and discounts. |
Item Details Action
You can add products to the form by clicking ADD PRODUCT. Enter the product information on the line that appears. Add additional products by clicking ADD ADDITIONAL PRODUCT again, or remove a product by clicking the TRASHCAN icon to the right of the product line.
Billing Address
To add an optional billing address to the invoice, click the BLACK ARROW icon next to the Billing Address, below the Item Details section. Enter the following information into the section form:
Billing Address Field Name | |
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Billing Address Field Name | |
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Address | The street portion of the customer’s billing address. |
Address 2 | The suite number or other information included in the street portion of the customer’s mailing address. |
City | The city portion of the customer’s mailing address. |
State | The state portion of the customer’s mailing address. |
Zip | The zip code portion of the customer’s mailing address. |
Country | The country portion of the customer’s mailing address. |
Create a New Invoice
When you have completed adding the information to the invoice, click the SAVE AND SEND button to save the invoice and send it to your customer based on the rules you specified. You can find a copy of the invoice on the Invoices page. To discard your changes and return to the previous page without saving or sending, click CANCEL.