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.