What is an Invoice?
An Invoice is a bill to your Contact for goods or services. The Contact receives the Invoice within the platform and can complete it by submitting payment.
You can also have your Contact pay outside of the platform! More details further below.
CLICK HERE to learn about Company/Profile Settings
How do I create an Invoice?
To get started, navigate to Billing > Invoice. Click the +Add Invoice button.
Fill out the fields to to produce your Invoice.
Assign User(s): Choose the Contact who will be sent the Invoice. You can select multiple Contacts; a unique Invoice will be generated for each.
You can duplicate the Invoice for multiple Contacts. If the checkbox is checked, you will be prompted to assign the Invoice to a Circle in addition to the User(s) you have selected. Like individual users, you can select multiple Circles.
Title: This is the name of the Invoice; the Contact WILL be able to see this title.
Due Date: Choose when payment for the Invoice is due. You can click one of the shortcuts underneath to automatically schedule the relative date.
Internal Notes cannot be seen by the Contact, and is for Staff reference only.
Items: The services/products to be billed for.
Discounts: Amount to be subtracted from the total. Using this dropdown will apply the Discount to all Billing Items.
Taxes: An amount either added to the total, or you can select a Tax for each individual item in the Summary screen. Using this dropdown will apply the Tax to all Billing Items.
Subscription Plans: A recurring item that will initiate an auto-charge after initial payment on a set schedule.
CLICK HERE to learn more about Items, Discounts and Taxes
CLICK HERE to learn more about Subscription Plans
A Summary module will update in real-time as you make your selections. You can make manual adjustments here.
Using the Item Discount and Tax columns, you can add a Discount or Tax to the particular Billing Item on that line, respectively.
The Summary includes a detailed breakdown of all variables at play in the Invoice.
One-Time Charges consist of Billing Items that will only be charged a single time. You are presented with the total amount before and after any Taxes or Discounts have been applied.
Subscription Charges consist of Billing Items that will be charged multiple times. If a free trial period is included, this will be shown as a "Free Trial Discount".
The Grand Total is the amount that will be charged to the Client for this particular Invoice.
Currency: Choose the Currency that your Invoice will appear in. The Default Currency that you have set for your business will be automatically selected.
Available Gateway(s): Choose your Payment Gateway. You can select from the Gateways that you have created. Note: You must set up a Gateway before it can be applied to an Invoice.
Allow Partial Payment: If this box is checked, it will allow the Contact to pay only a portion of the Invoice.
Custom Fields: Any Invoice Custom Fields you create will show here. Check the box to include the field on the Invoice.
CLICK HERE to learn about Invoice Custom Fields
Invoice Number: This will be auto-generated in the field. Saving the Invoice as a Draft will not create an Invoice Number.
Send Email: if this box is checked, a notification will be sent to the Contact when the Invoice is in Open Status.
CLICK HERE to learn more about Payment Gateways
You can fill in Terms & Conditions and any additional Notes that will be visible to your Contact on the Invoice. If you have entered text for these areas in the Invoice Settings, they will auto fill here.
CLICK HERE to learn about Invoice Settings
You can assign Actions to trigger when the Invoice is Paid. They will only trigger once the Invoice is marked as fully paid.
CLICK HERE to learn about Actions
Once you are finished creating your Invoice, you can either Save as Open or Save as Draft.
Open: The Invoice will be active. It will appear under Billing > Invoice for the Contact(s) it has been assigned to.
Draft: It will save the creation process but will not be visible to the Contact. It will also not generate the Invoice Number until it is saved as Open.
Can I further customize my Invoice?
Yes! You can add your logo, add a default Prefix and other customizations to your Invoice.
CLICK HERE for more information on Invoice Settings
You can also add Custom Fields! This way, you can add fields such as Tax Identification Number, Customer Address, etc.
CLICK HERE to learn Invoice Custom Fields
What does the Contact See?
Your Contact will be able to access the Invoice by navigating to Billing > Invoice.
Using the Options dropdown menu, they can either View the Invoice, or Make Payment.
If View is selected, the Contact can click the Pay Now button to continue into the payment screen.
The Payment Preference options will depend on which Payment Gateways you had selected while creating the Invoice. Typically you'll only want to select one of the credit card options (Braintree, Stripe, or Authorize.net). You can choose this alongside PayPal.
The Contact will be able to input their own Notes into a field before payment.
When selecting PayPal, The Contact will be directed to the PayPal login screen and will follow the steps there to complete payment.
For a payment through Braintree, Stripe, or Authorize.net, they will be prompted to input their credit card details to complete payment.
What if I want the Contact to pay outside of the platform?
If you don't want your Contact to have to log in to pay the Invoice, you can simply provide them a Payment Link.
When the Contact pays via this method, the transaction will still be recorded within the platform.
In Billing > Invoices, click the Options menu of an Invoice that is in Open Status and select Copy Payment Link.
You can provide this link to your Contact, such as through an email. The link will direct them to the Invoice, and will appear just as it does in the platform.
You can test this link by opening a private or different browser and pasting it into the address bar.
What if the Contact pays via a different method?
If your Contact pays for the Invoice but not through the specified Payment Gateway, you can mark it as Paid as a Super Admin or Admin.
Navigate to Billing > Invoices and find the Invoice you would like to set as Paid. Click the Options dropdown menu and select Record Payment.
A modal will appear with a summary of the Invoice. Choose the payment method from the Payment Type dropdown menu.
If you have added any additional Payment Types, they will show up here.
CLICK HERE to learn about Payment Types
You can put in any details regarding the payment in the Note field, and can choose to send the standard payment confirmation email to your Contact.
How do I view Payment history?
To view a history of payments made for Invoices, navigate to Billing > Invoices.
Then, click Payments in the top navigation menu bar.
Here you will be able to see information on all Payments made to Invoices, including Partial and Manual Payments.