Handling Invoices

Many customers require a formal “invoice” with specific customer & vendor information, mainly for tax/accounting purposes.

First, go to the Campaign settings and set up the invoice options for all products in that campaign.

  • Auto-Attach Invoice:  If enabled, Adds an invoice file attachment to the customer’s Sales, invoice and refund emails automatically.
  • Use Platform Company Settings: If enabled, the campaign will use the company details found in the platform settings.
  • You can optionally add a unique Company Name, Address and Tax ID to use for this specific campaign and products.


If you are using the default thank you page for your sales funnels, the customer will also be able to download invoices from the default thank you page after purchase.

If you need to download or send an invoice to a customer manually, go to “Payments” >> “Transactions” (search for the transaction) and click on the button that says “Invoice“.

You will have two options:

Option #1 is a “Quick Send” which sends the pre-configured invoice to the customer’s email.

Option #2 is “Edit Invoice” which allows you to fully customize the invoice in our Invoice Builder.

  • Once inside the Invoice builder, you will be able to show/hide certain blocks or elements, also be able to hover over any of the text – to make any specific changes requested by the customer.  You can also add any Invoice Details at the bottom.
  • You can specify a different email to send the invoice to AND/OR export the invoice to PDF.

 


NOTE: If the product purchased by the customer includes VAT settings, the VAT amount and information will be shown on the customer invoice.



Important Invoice Notes:

  • Your company details that are automatically added to your invoice are taken from your platform settings, or campaign settings based on your selection when setting up the campaign.
  • Invoice numbers are consecutive numbers on a per-vendor account basis. 
  • Refunds will NOT affect the original invoice since it is not an invoice. Instead a NEW invoice (called a “Credit Note”) will be created to reflect the refunded amount.   
  • Invoice ID's will all start with I-. and Credit Note ID's will all start with CN-
  • If you are using an SMTP option for the campaign, invoice emails would be sent using your SMTP platform. To learn more about using SMTP options, click here: https://support.paykickstart.com/knowledge-base/integrating-with-3rd-party-platforms-for-transactional-email-notification-delivery/

Important notes regarding invoices & refunds:

  1. Refunds are called a "Credit Note", NOT an “Invoice”. Credit Note ID's will all start with CN-
  2. The Invoice description will refer to the invoice being credited against due to the refund.
  3. Vendor’s have the ability to enter the reason for the refund on the credit note
  4. Refunds/Credit Notes will calculate the portion of the refund that's tax.
  5. Credit notes will also be sequential and will have their own number sequence

Credit Notes: 

If you have issued a refund for the related transaction you can select the “Credit Note and view the related credit note document.

You can manually edit and send a credit note just like an original invoice.

If needed, you can also add a shortcode to your buyer refund emails to allow the customer to download the credit note from the refund email

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