Invoicing Overview

Invoicing allows you to create and send invoices to your customers so you can get paid for your goods and services. You can set up recurring invoices, cancel invoices, add payments for fulfilled invoices, send reminders to your customers and more.

Create an invoice

Create one-time or recurring invoices. Select View Preview in the lower-right corner to see your invoice as you create it.

1. From your dashboard, select Invoicing.
2. Select Create Invoice.
3. Under Customer, search for an existing customer by name, email address, or phone number and select them. To add a new customer, select Add New Customer and enter their Name (required) and optional details into the fields, then select Save.
4. Under Invoice Items, add products and any applicable taxes or discounts:
   • Add the Item Name, Quantity and Price for each item in the invoice. To enter more products, select Add Item.
   • Select Edit to add taxes, discounts or fees to the order. These can be added as either a percent or dollar amount. (Dollar amounts will be multiplied by the item quantity.)
   • Clear the Pre-tax checkbox to apply adjustments after taxes.
   • Notes will be visible to your customers when they receive the invoice.
5. Under Invoice Schedule, set the invoice cadence and payment due date.
   • For one-time invoices, select when you want the invoice to be sent and when it is due.
   • For recurring invoices, choose the invoice cadence and end date.
6. Under Share Options, adjust how you share the invoice and collect payment.
   • Under Collect Payment, select Request payment from customer or Charge saved payment method now (if a saved card is on file).
   • Under Share Invoice, select Send automatically to send the invoice via text or email or Manually share link to share a URL for the invoice later. (To share an invoice link, locate the invoice in your dashboard, select Share Link under menu, then select Send Link.)
7. Under Additional Details, enter a summary in the Invoice Summary field (this is required). You can also specify an Invoice ID or add an additional Customer message.
8. Under Advanced Settings, enable or disable the following options:
   • Ask customer to add notes – Add a field to the invoice checkout where your customer can leave notes, which will show up on the order. You can make this field required or optional.
   • Ask customer to add a tip – Add a tip option to the checkout page.
   • Collect customer's address – Request your customers' billing and shipping addresses when they make their payment.
9. Select Send Invoice to send immediately or Save Draft to edit and send it later.

View my invoices

Access all your existing and draft invoices and see an overview of each invoice category:

1. From your dashboard, select Invoicing.
2. Select All Invoices to see every invoice for your business, or select Recurring Series to see all current recurring invoice series. (Individual invoices in these series appear under All Invoices).
3. An overview of your invoices by status is provided. The number of invoices in each category is indicated in parentheses.
   • Paid: The total value of invoices paid over the last 30 days.
   • Sent: The total value of invoices sent, that have not yet been paid, over the last 30 days. This does not include overdue invoices.
   • Past Due: The total value of overdue invoices from the last 30 days.
   • Drafts: The total value of draft invoices that have been created.
4. To find a specific invoice, enter the invoice details (Invoice ID, Customer or Summary text), Date, and the invoice Status. Select Search. All invoices matching your filter will appear in the list.

Configure invoice settings

Customize your invoice branding, connect a business domain, and add an email address for invoices and digital receipts.

1. From your dashboard, select Invoicing.
2. Select Settings in the upper-right corner to adjust any of the following options:
   • Connect a domain to create a customized subdomain that your customers can use for invoice payments. The connected domain is applied to Online Pay Links you create as well.
   • Under Receipt and Invoice Send Email, add a branded email address. Your customers will receive digital receipts, pay link receipts and invoices from this email address. (If it’s the first time adding an email address, you’ll receive an email with a link to complete verification.)
   • Under Theme & Styles, choose a color palette for your invoice checkout page, enter your display name (the store name that appears on features like your dashboard and Online Pay Links), upload your logo, make changes to the logo height and location in the header, and show or hide your display name on invoices.
3. Select Save.
4. Select Receipt Settings if you want to configure your standard receipt options, like the store hours and contact info that displays on the receipt.

Add customers to store

Add customers to your store for easy access later when you create invoices:

1. From your dashboard, select Customers.
2. Select Add Customers, then select how you’d like to add them. Complete the relevant fields for that method:
   • Add manually, one by one: Enter customer details in the Email, Phone, First Name and Last Name fields. If you’d like to add more customers, select Add and repeat the process. Once you’re done adding customers, select Add and Close.
   • Upload a .csv file: Drag and drop the .csv file in the provided field or select Upload from your device and choose the correct file. Select Import File.
   • Copy and paste an existing list: Copy and paste a list of email addresses into the provided field. The email addresses must be separated by a comma, semi-colon, or space. Select Add and Close.

Cancel an invoice

You can cancel invoices that you no longer need. Note that canceled invoices cannot be paid by customers – if you’ve made an error in an invoice, cancel it and then create a new invoice.

1. From your dashboard, select Invoicing.
2. Locate the invoice you want to cancel and select Cancel Invoice from the menu.
3. Select Confirm.

Add payments for fulfilled invoices

You can process payments from a card on file, charge a new card, or record an external payment (cash, check, other):

1. From your dashboard, select Invoicing.
2. Locate the invoice you want to add a payment for and select Add Payment from the menu.
3. Select the payment method under Method and fill out any additional details. If your customer previously saved a card, you will be able to select it here.
   

   Note: Partial payments are not currently accepted for invoices – the total amount must be paid in full.

4. Select Charge. If the payment is via card, a receipt will be automatically sent. If you want to send a receipt for other payment methods (such as cash or check), select the Send receipt to client checkbox.

How can customers pay invoices?

When you create and send out an invoice, your customers will receive an email with a link to the invoice. They will be able to pay the invoice online via credit or debit card. For external payment methods such as cash or check, you will have to mark the invoice as paid manually.

To pay an invoice via card, your customers should:

1. Select the link to the invoice.
2. Under Payment, enter their card information, then select Pay. They will be able to save their card for future payments by selecting Save my card for future payments. If they save their card, you will be able to charge it when creating and sending out invoices.

Share an invoice link

You can send invoice links to your customers.

1. From your dashboard, select Invoicing.
2. Locate the invoice you want a link for and select Share Link from the menu.
3. Choose from the following options:
   • Copy Link to copy the link to the invoice.
   • Send Link to send the link via email or text.
   • Select the icon next to Download PDF to download the invoice to your device.
   • Select the icon next to Download QR Code to create a QR code your customer can use to pay the invoice.

Print an invoice

Download and print a PDF copy of your invoice from your dashboard. Your customers can download a PDF copy of the invoice from the checkout page.

1. From your dashboard, select Invoicing.
2. Locate the invoice you want a link for and select Share Link from the menu.
3. Select the icon next to Download PDF to download the invoice to your device, then print the file.

Send invoice reminders

Email reminders are automatically sent to customers 7 and 3 days before the invoice is due, and 3 days and 7 days after the invoice is due (if invoice is unpaid). You can also manually send invoice reminders to customers:

1. From your dashboard, select Invoicing.
2. Locate the invoice you want to send a reminder for and select Send Reminder from the menu.
3. If you want to add a note to your reminder, enter it in the field.
4. Select Send. Your customer will receive an email with the invoice reminder.