Table of Contents
- How to create an invoice
- Create an invoice from a profile
- Create an invoice from the Finances section
- Create an invoices page
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Where to start
Before you start creating invoices, check that a few things are set up in your nation. Enable the invoicing features in your nation. Navigate to Settings > Defaults > Basics.
1. Check the box next to "Enable invoices."
2. Confirm the currency for your nation and click Save settings.
3. Connect a payment processor at Settings > Payment processors > New processor.
Once you have completed these steps, you are ready to create invoices.
How to create an invoice
There are three ways to create an invoice in your nation.
1. Create an invoice from a profile.
2. Create an invoice from the Finances section.
3. Connect a payment to an invoice page for processing. For example, you can create a ticketed event page linked to an invoice page. When a person selects tickets from the event page, an invoice is created. The customer is then directed to the invoicing page where they can close the invoice.
Create an invoice from a profile
Create a new invoice by going to the customer’s profile > Finances > [Amount] revenue > New invoice. The amount listed is the total revenue previously collected from the customer.
1. Enter a name for the invoice. The invoice will be numbered automatically.
2. Enter the customer’s company. This will appear on the receipt.
3. Enter the start and end date for the invoice.
4. From the dropdown menu, select the number of days the customer has to pay before the invoice is marked as overdue.
5. From the second dropdown menu select the website invoices page your customer can use to process the invoice. This is a required field if you want your customers to pay through the website.
6. Award a discount to your customer by entering a dollar amount or a percentage discount.
7. Mark if the invoice was referred by another profile. Click on the dropdown menu. A blank search box will appear. Enter the name, email, or Twitter handle of the profile you wish to add.
8. You may select a point person for the invoice.
9. Click Save invoice.
Once your invoice is created, you'll be taken to the invoice Items tab. This is where you will create the list of items for your invoice. Enter a quantity, name, and price for each item. Click Add item. The prices of your items will be automatically added together to create the total for the invoice as shown on the receipt.
Drag and drop the items to adjust the order they appear on your invoice.
To print or review the invoice go to [Invoice name] > Printable PDF.
Create an invoice from the Finances section
Go to Finances > + Transaction > Type of Transaction. Select New invoice from the dropdown menu.
Additional settings will appear. Click on the dropdown menu labeled “Payer’s name.” A blank search box will appear. Enter the name, email, or Twitter handle of the profile you wish to add as the customer.
Follow the steps outlined in the profile section above and click Create Invoice.
Create an invoices page
An invoice page type is a payment portal for a customer to pay their invoice. Unlike donation pages, you cannot add exact amounts to your invoice page. Instead, information will be pulled in from your customer’s profile to generate the amount owed.
For example, you can create ticket prices on an event page. When a customer selects a ticket price, that amount is passed on to the invoicing page where they are able to view what is owed and enter payment information.
First, create a new page by going to your website and selecting + New page. Enter the name of the page and select the Invoices page type.
You will be directed to Invoice settings > Basics.
1. Select the payment processor you want to use from the “Payment processor” dropdown menu.
Learn how to edit your payment processor settings.
2. You can enter tags for people paying.
3. You can enter a page slug in the “After paying, what page should they land on next?” field. This is the page your customer will land on after they have paid their invoice.
4. You can assign a point person to the invoice.
6. Click Save settings.
When the customer visits your invoice page, they can view open invoices, process a credit card payment, and view previously closed invoices. When you send an invoice to a customer at [Invoice name] > Send, the invoice will include a link to your website’s invoice page where they will be directed to pay their open invoices.