Invoices - How to send from a contact record


This article applies to:

Create and send invoices from your app. You can even add a Pay now button so customers can easily pay online, and automatically send a follow up email when customers pay you.


Contact Record

  1. Navigate to a contact record and tap the "Money" tab.

  2. Click Create an Invoice

    create

How to Create and Send your invoice 

  1. Add a line item by clicking "Add line item"


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

  3. Add a Discount and/or a Deposit

    Discount
    Deposit


    • Add amount in either a percentage or dollar amount
    Discount
    Deposit

    • If you want to remove the deposit click the trash can


  1. Add Notes and Terms


Pro-Tip! Invoice changes will auto-save


  1. When ready click "Next", which will direct you to an Email Editor to personalize your email. To find out more, click here .


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"
Pro Tip: Merchant account must be connected to get paid!
  1. When invoice has been sent you will receive this indication

    ok

  2. Once sent, the invoice card will appear as "Sentin the invoices area of the contact record.

    sent

  3. Your contact will receive an email with the link to the invoice.

    email link

  4. When your customer clicks the link they will be taken to their invoice.

  5. When they have viewed the invoice, the invoice card in the contact record will show viewed.

Pro Tip! The "Paid" and "Refunded" status displays inside the invoice.

  1. If you've created an invoice in error, or no longer need the invoice you can delete the invoice by clicking More Actions > Delete 

    delete


Mobile Browser

Invoices are now even easier to use on the go. Create them anywhere, send them directly from your mobile device, and get paid fast. 

Click to view larger

invoice

FAQ

Can discounts be applied to an invoice?
Yes, you can apply a dollar- or percentage-based discount when creating an invoice. 

Can I edit an invoice after I’ve sent it?
Yes, you can edit an invoice after it’s been sent.  You will, however, need to re-send that invoice if you’d like your client to get the most up-to-date copy.

Can tax be applied to an invoice?
Currently tax must be manually calculated and entered as a product on the invoice.

Will invoices trigger automation?
Yes, you can use the Product Purchased Goal with invoices so that a successful payment results in automation being triggered.