Sending an Invoice to a Customer

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

Now you can quickly send an editable, professionally designed invoice to your customer.

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.

Note: Your company details that are automatically added to your invoice are taken from your My Profile page (under Business Details).  So make sure you update those fields so it auto-populates on your invoices.

You can specify a different email to send the invoice to AND/OR export the invoice to PDF.

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