Using the Invoices page

On the Billing > Invoices page you can see the status and any other associated information for all invoices. You can create a new invoice by clicking + New invoice in the top-right of the Invoices page. You can export invoices by clicking on Export in the top-right of the Invoices page. 

Invoice templates

When you click on the dropdown to the right of + New invoice, you’ll see a menu where you can select existing invoice templates and an option to create new ones. Invoice templates are useful if you find yourself creating invoices with the same information over and over.

Invoice statuses

Create a new invoice

Follow these steps to create an invoice. At any time toggle the Preview button to see how this invoice will appear to clients. You can preview the email notification, checkout page, and invoice PDF.

1. Navigate to Billing > Invoices on the sidebar and click on + New invoice.

2. Select an individual client or company. If you select a company, any client associated with the company can view and set up the subscription.

3. Add one or more line items, each with a price and quantity.

4. Optionally add taxes.

5. Specify if you want to auto-charge or notify the client to pay manually.

   1. If you select Automatically Charge Payment Method**,** you must add a payment method for the client if there isn’t one on file yet. Automatic charges can be applied to both credit card and ACH payments.

   2. If you select Notify Client to Pay Manually, the client will receive an email notification that notifies them about the invoice. If you select this option, you also have to set a due date.

6. Optionally add a memo.

7. Optionally add attachments.

8. In the Advanced settings section, you can:

   1. Specify if you want to allow credit card payments and/or ACH payments.

   2. Specify if you or your client pays for payment processing fees

Adding a Product to an Invoice

1. Navigate to Billing > Invoices on the sidebar and click on + New invoice.

2. Select an individual client or company. If you select a company, any client associated with the company can view and pay the invoice.

3. Add one or more line items.

4. In the Description input field, it will say Find or add an item

   1. To add a product that already exists, please follow these steps:

      1. Search for and select the product from the list.

      2. After selecting the product, if the product has multiple prices, select the price from the

         Price dropdown.

   2. To create a new product, please follow these steps:

      1. Enter the name of the new product.

      2. Add the price of the new item.

      3. Check the Add to product box and select Save.

5. Add the quantity.

6. Optionally add taxes.

7. Specify if you want to auto-charge or notify the client to pay manually.

8. If you select Automatically Charge Payment Method, you must add a payment method for the client if there isn’t one on file yet. Automatic charges can be applied to both credit card and ACH payments.

9. If you select Notify Client to Pay Manually, the client will receive an email notification that notifies them about the invoice. If you select this option, you also have to set a due date.

10. Optionally add a memo.

11. Optionally add attachments.

12. In the Advanced settings section, you can:

    1. Specify if you want to allow credit card payments and/or ACH payments.

    2. Specify if you or your client pays for payment processing fees

13. Once you've finished setting up the invoice, click Create invoice.