Online Help

Creating Invoices

Invoices let you request payment for products or services by email. You can specify quantities for things such as such as items, taxes, discounts, and shipping rates.
Follow these steps to create an invoice:
  1. Choose
    Payments > Invoicing
    .
  2. Click
    Click or tap
    Tap
    Create invoice
    . The Create Invoice screen appears.
  3. Update the basic information about the invoice on the Create Invoice screen:
    1. Optional
      : enter the invoice number.
    2. Optional
      : enter a description.
    3. Required
      : enter the date on which the invoice is due in the
      Due Date
       field.
    4. Required
      : enter the name of the client in the
      Bill To
       field.
    5. Required
      : enter the email address of the client in the Email field.
  4. Add information about the items or services in the invoice:
    1. Required
      : enter the ID number of the item or service in the
      Item Id
       field.
    2. Required
      : enter the name of the item or service in the
      Item Name
       field.
    3. Required
      : enter the quantity of the item or service in the
      Quantity
       field.
    4. Required
      : enter the price for each individual item or service in the
      Price
       field. For example, if an item is worth 1.00 each, enter
      1
      .
    5. If a discount applies to the item,
      click
      click or tap
      tap
      Add Discount
      . Choose whether the discount is a percentage or a flat amount in the
      Discount Format
       field. Add the discount amount to the
      Discount
       field. To remove the discount,
      click
      click or tap
      tap
      (delete)
       to the right side of the discount.
    6. If a shipping amount applies to the item,
      click
      click or tap
      tap
      Add Shipping
      . Enter the shipping amount in the
      Shipping
       field. To remove the shipping amount,
      click
      click or tap
      tap
      (delete)
       to the right side of the shipping amount.
    7. If a tax rate applies to the item,
      click
      click or tap
      tap
      Add Tax Rate
      . Enter the tax rate in the
      Tax %
       field. To remove the tax rate,
      click
      click or tap
      tap
      (delete)
       to the right side of the tax rate.
  5. To allow partial payments on the invoice,
    click
    click or tap
    tap
    Allow Partial Payments
    .
  6. If you are ready to send the invoice,
    click
    click or tap
    tap
    Send Invoice
    . The invoice is sent to the email address entered.
  7. If you are not ready to send the invoice,
    click
    click or tap
    tap
    Save as draft
    .
  8. If you want to cancel the invoice,
    click
    click or tap
    tap
    Cancel
    .