How are invoices generated?
An invoice is generated when you use the Send Invoice feature. You would do this if you wanted to send an invoice to a customer by email. Your customer would click a link inside the email to pay the invoice through the shopping cart.
How do I create an invoice and send it to my customer?
Follow the instructions below:
1. Click on "Orders" in the top menu bar.
2. Click on "Manage Invoices" in the left menu.
3. Click on "Send Invoice."
On the "Send Invoice" page, you can add each item that will display on the invoice.
1. Enter the item's name, description, price and any other applicable settings.
2. Click on the "Add Item" button. You will see the item added to the shopping cart.
3. Click on the "Back to Shopping" button to return to the "Send Invoice" page.
4. Continue steps 1-3 until all necessary items have been added.
5. After adding your final item, enter the customer's name and email address under "Billing Information."
6. Click on the "Send" button to send the invoice to your customer.
Can I customize the invoice sent to my customer?
Yes. To customize the invoice, follow the instructions below:
1. Click on Settings in the top menu.
2. Click on General Settings > Autoresponders in the side menu.
3. Click Edit next to "Email invoice to customer message."
4. Customize the invoice email under "Autoresponder Email Settings."
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