Invoice Basics
Learn how to set up and send invoices to customers
Create Invoice Contacts
To get started, create or select the contact to send an invoice to.
Create Invoices
Create standalone or recurring invoices to send to customers
One-Time Invoices
Log in to the Dashboard and navigate to Operations > Invoicing
Click Create and select Invoice
Input the invoice details and click Next
Contact: Click the dropdown to select an existing contact to assign this invoice. For new contacts, type in their name and select “Create Contact” to enter their information.
Invoice Number: Input your preferred invoice number or use the auto-generated invoice number
Due Date: Assign a due date to the invoice
Invoice Notes (Optional): Include any notes to include in the invoice for the customer
Enable Tips: If set to Yes, the invoice contact can include a tip when paying off the invoice
Service Date: Select the date and time this invoice should be recorded as a sale for reporting purposes
Send to Ticket Screen at Service: If set to Yes, the invoice line items will appear on the ticket screen of your POS on the selected service date
Additional Recipients: Use the +Additional Recipients button to attach other emails to send the invoice and any payment reminders
Invoice Reminders: Add invoice reminders by using the +Add Reminder button. Edit the frequency by changing the Days and the Occurrence setup (Before, On, After) in relation to the Due Date. Delete reminders by clicking the trash icon next to the unwanted reminder date
Input each invoice line item by using the Add line item + button. Add an existing menu item or create custom items for this invoice.
To add existing menu products, click the Add line item + button and type in the name of an existing product you would like to add. Select the corresponding product to add to the invoice.
To create and add custom line items, click the Add line item + button and type in a name for the custom product. Select the “Create One Time Item” option to add and manually input the Price.
Enter the correct amount of each line item under Quantity.
Customize products and applied tax rates, add Discounts or Service Fees, and include Tips.
Confirm the invoice information. Click on the Preview (PDF) or Preview (EMAIL) tab to see the exact invoice the customer will receive.
Click Review Invoice and select the following action:
Save as Draft: Save the invoice as a draft to send at another date
Send Quote: Send a quote for the customer to approve or reject - you will be notified of their feedback via email
Create Without Sending: Create the invoice but do not send to the customer
Create & Send: Create and send the invoice to the customer
One-Time Invoices
Log in to the Dashboard and navigate to Operations > Invoicing
Click Create and select Invoice
Input the invoice details and click Next
Contact: Click the dropdown to select an existing contact to assign this invoice. For new contacts, type in their name and select “Create Contact” to enter their information.
Invoice Number: Input your preferred invoice number or use the auto-generated invoice number
Due Date: Assign a due date to the invoice
Invoice Notes (Optional): Include any notes to include in the invoice for the customer
Enable Tips: If set to Yes, the invoice contact can include a tip when paying off the invoice
Service Date: Select the date and time this invoice should be recorded as a sale for reporting purposes
Send to Ticket Screen at Service: If set to Yes, the invoice line items will appear on the ticket screen of your POS on the selected service date
Additional Recipients: Use the +Additional Recipients button to attach other emails to send the invoice and any payment reminders
Invoice Reminders: Add invoice reminders by using the +Add Reminder button. Edit the frequency by changing the Days and the Occurrence setup (Before, On, After) in relation to the Due Date. Delete reminders by clicking the trash icon next to the unwanted reminder date
Input each invoice line item by using the Add line item + button. Add an existing menu item or create custom items for this invoice.
To add existing menu products, click the Add line item + button and type in the name of an existing product you would like to add. Select the corresponding product to add to the invoice.
To create and add custom line items, click the Add line item + button and type in a name for the custom product. Select the “Create One Time Item” option to add and manually input the Price.
Enter the correct amount of each line item under Quantity.
Customize products and applied tax rates, add Discounts or Service Fees, and include Tips.
Confirm the invoice information. Click on the Preview (PDF) or Preview (EMAIL) tab to see the exact invoice the customer will receive.
Click Review Invoice and select the following action:
Save as Draft: Save the invoice as a draft to send at another date
Send Quote: Send a quote for the customer to approve or reject - you will be notified of their feedback via email
Create Without Sending: Create the invoice but do not send to the customer
Create & Send: Create and send the invoice to the customer
Recurring Invoices
Log in to the Dashboard and navigate to Operations > Invoicing
Navigate to Recurring Invoices and click Create Recurring Invoice
Input the invoice information
Contact: Click the dropdown to select an existing contact to assign this invoice. For new contacts, type in their name and select “Create Contact” to enter their information.
Invoice Notes (Optional): Include any notes to include in the invoice for the customer
Enable Tips: If set to Yes, the invoice contact can include a tip when paying off the invoice
Service Date: Select the date and time this invoice should be recorded as a sale for reporting purposes
Send to Ticket Screen at Service: If set to Yes, the invoice line items will appear on the ticket screen of your POS on the selected service date
Input the recurring invoice cadence
Interval: Set this invoice to repeat on a Day, Week, Month or Year basis
Frequency: Select the frequency this invoice should repeat at
Date Start: The start date for the invoice
Date End: The end date for this invoice
Billing Anchor Date: The first date the recurring invoice will bill on
Days until Due: The number of days before the invoice is due. If there is no due date, enter 0.
Time Due: If the Days until Due is input, select the time of day the invoice is due to be paid
Add additional recipients as needed
Additional Recipients: Use the +Additional Recipients button to attach other emails to send the invoice and any payment reminders
Input each invoice line item by using the Add line item + button. Add an existing menu item or create custom items for this invoice.
Enter the correct amount of each line item under Quantity.
Customize products and applied tax rates, add Discounts or Service Fees, and include Tips.
Confirm the invoice information. Click on the Preview (PDF) or Preview (EMAIL) tab to see the exact invoice the customer will receive.
Click Review Invoice and Create Recurring Invoice
Manage Invoice Settings
Update relevant invoice settings in the Dashboard