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Keep your loyal customers informed about all sales
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Invoicing is a very important part of any business. It helps you keep track of your expenses, and it also allows you to get paid for the work that you do. You can easily create invoices from within the system.
In this article we will cover how to create, edit, discount, add taxes and send your invoice(s)
Overview
How to create a new invoice.
How to edit your invoice info
How to add taxes to your invoice
How to add a discount to your invoice
How to send an invoice
How to check the status of your invoices
Invoices can also be found in the Transaction tab.
Relevant Help Docs:
You can now send invoices to your customers/clients using the products that you have created in your sub-account.
Please Note:
If you are using invoicing without Stripe Connect please see this guide - Using invoices for recording manual payments without Stripe Connect
Limitation to using invoicing without Stripe Connect is that the user will need to manually record the payments
How to create a new invoice.
Go to the Payments tab and click on the invoice tab
Click on the button "New" and start creating a new invoice.
Note:
Add Global terms of services/ notes by clicking on the gear wheel icon (orange arrow) next to the "+ New" button
Step 1: Edit the “from info” by just clicking on the text and it will allow you to edit that information.
Step 2: You can change the image by clicking on it, this will open up the media library where you may choose or upload a new image from there.
Step 3: Then you can add the client and edit the Invoice number, Issue, and Due dates.
Step 4: Click add an item to add the products that you have created on your products tab
Step 5: Once you will add the product it will allow you to edit the price edit quantity as well
Step1: Click on Tax Settings…
Step 2: Click on Add Tax
Step 3: Click on Add Tax
Add the name of the Tax
Add rate in %
Add a description or Tax id number
You can add a discount to this invoice by clicking on the "add discount" icon
Step 1: Once you create the invoice now you can send that to your client using the green button on top right corner.
Step 2: You can send the invoice through email and text as you want and also you can send that on test mode as well.
Click on the advanced option to switch to the live and test mode.
You can also look for successful, or failed transactions related to invoices. You can directly open the invoices as well.
Payments > Transactions
Notes:
The transaction tab is only available in the new UI