You can send invoices to your customers and clients using the products that you have created in your account.
Please note: This guide covers setting up invoicing via Stripe.
How to create a new invoice
Go to the Payments tab and click on the Invoices tab.
Click the "New" button to start creating a new invoice.
Note: You can add global terms of service or notes by clicking the gear wheel icon (orange arrow) next to the "+ New" button.
How to edit your invoice info
Step 1: Edit the "from" info by clicking on the text. You can then change that information.
Step 2: Change the image by clicking on it. This opens the media library, where you can choose an image or upload a new one.
Step 3: Add the client and edit the invoice number, issue date and due date.
Step 4: Click add an item to add the products you have created in your Products tab.
Step 5: Once you have added a product, you can edit its price and quantity.
How to add taxes to your invoice
Step 1: Click on Tax Settings…
Step 2: Click on Add Tax.
Step 3: Click on Add Tax, then:
Add the name of the tax.
Add the rate in %.
Add a description or tax ID number.
How to add a discount to your invoice
You can add a discount to the invoice by clicking the "add discount" icon.
How to send an invoice
Step 1: Once you have created the invoice, send it to your client using the green button in the top right corner.
Step 2: You can send the invoice by email, text or both. You can also send it in test mode. Click the advanced option to switch between live and test mode.
How to check the status of your invoices
Step 1: Go to the Invoices tab. You will see a list of your invoices and their statuses.
Step 2: You can filter the invoices by status and date range.
Invoices can also be found in the Transactions tab
You can also look up successful or failed transactions related to invoices, and open the invoices directly from there.
Payments > Transactions
Note: The Transactions tab is only available in the new UI.