Invoice Basics

Create Invoice Contacts

To get started, create or select the contact to send an invoice to.

How to Create Invoice Contacts

Create Invoices

Create standalone or recurring invoices to send to customers

One-Time Invoices

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 numberDue Date: Assign a due date to the invoiceInvoice Notes (Optional): Include any notes to include in the invoice for the customerEnable Tips: If set to Yes, the invoice contact can include a tip when paying off the invoiceService Date: Select the date and time this invoice should be recorded as a sale for reporting purposesSend 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 dateAdditional Recipients: Use the +Additional Recipients button to attach other emails to send the invoice and any payment remindersInvoice 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.