Invoices - Create and send an Invoice


This article applies to:
 

Send professional invoices and track their status in one central location. Automatically send a follow up email once the customer pays an invoice.

Pro-Tip! You can also send from within the Contact Record. Click here to find out more.


Dashboard View

  1. Click on "Money" tab in navigation

  2. By default you will be on the Invoices tab, which will display any invoices that you've created. If you haven't created an invoice before, you will be prompted to send a test invoice.


Connect your Bank

  1. If a merchant account has not been connected, the "Connect your bank" dialog will appear

    1. When clicking "Connect your bank" you will be prompted to connect or create a merchant account with the supported providers, once done, the dialog will no longer be there.

    2. Click "New Invoice" button located at top right of page to create a new invoice


How to Create and Send your invoice

Pro-Tip! As you create and edit your invoice, your changes will automatically be saved.

  1. Click the Add button

  2. Select Invoice

  3. Select a contact

  4. Adjust the Due by date simply click the date and selecting using the date picker (Optional)

  5. Select Add a line item

  6. Select a product or service or create a new one

Add a Discount and/or Request a Deposit

  1. Select Add a discount or Request deposit
Discount
Deposit

  1. Add the discount or deposit amount either a percentage or dollar amount
Discount
Deposit

If necessary, click the trash can to remove the discount or deposit amount


Accept online payments (Credit Card and PayPal)

  1. Click the Accept credit cards or Accept PayPal toggle to enable or disable each payment method
  2. If both options are enabled, your customer will be able to choose which payment method to use
    Credit Card

    PayPal

  3. If neither credit card or PayPal are enabled, your customer will have an option to print an invoice


Add Notes and Terms

You can enter notes and terms at the bottom of your invoice.


Personalize and Send your Invoice

  1. Click Next to access the email which will deliver your invoice

  2. Customize your email or use an email template

  3. Click Send
  4. Or click the "Text" toggle to send the quote as an SMS
    Note: Sending a quote via SMS requires Keap Business Line

  5. Customize the pre-written message as needed and click "Send"


More Actions

The Invoice "More Actions" drop down includes:

  1. Preview invoice
  2. Add a payment
  3. Print invoice
  4. Delete

Note: Once the invoice is Paid the "More Actions" drop down will only have "Preview invoice" & "Print invoice"

View Recent Invoices & Search Invoices

On the Invoices tab you can view recent invoices and search all invoices. Invoices are shown in order of most recent.

You can search by the invoice's number, status, due date, date created, amount or the contact's name.

FAQ

Can I schedule invoices to be sent at a future date?
You cannot schedule the invoice email to send at a later date.

Can I schedule recurring invoices?
No, but you can create a Recurring Payment for transactions that should occur on a regular schedule. 

Can I edit an invoice after I’ve sent it?
Yes, you can edit an invoice after it’s been sent. After making edits, you must to re-send the invoice for your client to get the most up-to-date copy.

Can tax be applied to an invoice?
Currently tax cannot be applied to an invoice. 

Will invoices trigger automation?
You can use the purchase goal with invoices so that a successful credit card payment results in that goal being triggered.

Are there any fees associated with Keap Invoices?
Payments processed via invoices are subject to the merchant transaction fee associated with the payment processor.