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 Profile Company Settings: If enabled, the campaign will use the company details found in your Profile settings.
  • You can optionally add a unique Company Name, Address and Tax ID to use for this specific campaign and related 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.
  • 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.

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

Updated on June 7, 2021

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