How to Create an Invoice
Go to Settings > Invoice.
Click on 'New Invoice'. This button appears at the top right of your screen.
A ‘New Invoice’ page will then appear. You will now be able to select the 'Type' of invoice that you would like to create.
You will then be able to see various different types of invoices which you can create.
If you select ‘All Unpaid Orders’, this will then take into account all the orders for that specific customer which are indeed unpaid. No date range will be able to be selected with this particular type of invoice.
You can then choose the relevant recipient, either a customer or a business account.
Enter the customer's name you wish to create the invoice.
All the unpaid orders will then show in chronological order. You will then be able to:
Adjust creation date
Adjust due date
Add any discount
And at this point, you can then click on the blue ‘create invoice’ button which is displayed at the top right of your screen.
Once the invoice has been created, you will then be able to choose from the following options:
Download the invoice in a PDF.
Email the invoice to the customer.
Take payment for the invoice.
5. If you select ‘Repeating’, you will then need to follow these steps:
Choose the relevant recipient, either a customer or a business account. You will even be given the ability to select multiple customers or multiple business accounts in one go.
Enter the customers' names you wish to create the invoice for and also select the day of the month you wish to create the invoice on either every Monthly, Every Week, or Every 2 Weeks.
6. Now that you have created your Repeating invoice you may have to make some edits.
You are able to edit the day of the week the invoice is created how many days they have to pay the invoice and if the email is automatically sent.
Head to Settings > Invoices > Select Repeating from the dropdown > Find the invoice you wish to edit and select the pencil icon on the far right next to the trash can icon.
Some notes to consider when creating an invoice:
If you are using an integrated payment processor e.g. Clearent, the customer will be sent a payment link for the invoice via email.
If you are using our old invoicing tool, you can switch to the new view on Settings > Admin > Payments & Finances > Invoices > Invoice Tool Version > New.
If you don't want a repeating monthly invoice to be created automatically when there are no orders, this can be configured in your settings.
Searching for an invoice:
On the Invoice page, you are able to search for specific paid and unpaid invoices by typing the reference ID, recipient name and/or the order date. In order to use this tool, just type the required details in the 'Filter' tab at the top right corner.
💡 Tip
Sometimes orders will not be included in the customer's invoice. Learn more about the reasons for this to happen here.