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Creating an Invoice

Creating your very first Invoice requires less then 5 minutes.

Creating an Invoice​

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The first Invoice requires an additional step. You need to set your Invoice Number preferences. You only need to set this once because it will be used for all of your invoices later on by default.

  1. Step 1

    Go to Settings to set your Invoice Number preferences.

  2. Step 2

    Go to Invoices and click on the Add New Invoice button.

  3. Step 3

    Fill out the due date and other optional fields inside the Basic Information section.

  4. Step 4

    Choose the payment methods that you wish to display on the public payment page of the Invoice.

  5. Step 5

    Choose the Partner you wish to create the Invoice for.

  6. Step 6

    Click on the Add Product button to select your preconfigured products for the invoice.

  7. Step 7

    Fill the quantity field for each product.

  8. Step 8

    Click on the Save button at the top of the page to save your Invoice.

Custom Fields​

Coming soon

This feature is not available yet. The details below describe how it will work after release.

When creating or editing an Invoice, you can capture extra information using the Custom Fields assigned to Invoices. Complete these in the Custom Fields section of the create/edit page. Required fields must be filled in before the Invoice can be saved, while optional fields can be left blank.

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Custom Fields are set up in your Account Settings, where you choose their type and which products they apply to. To learn more, see the Custom Fields page.