From the Invoicing main page, click on the invoice number of the invoice you would like to edit.Once the invoice has been sent to the customer, you can edit the invoice by doing the following: How can I edit an invoice after it has been sent to the customer? Created - The invoice has been created, an email has not been sent to the customer, a link to the payment page was provided.Partial – The customer has partially paid the amount due on the invoice.Canceled - The invoice has been sent to the customer but then later canceled by the merchant.The customer has not been sent a copy of the invoice. Draft - The invoice has been created and saved as a draft.Paid - The invoice and been sent to the customer and the customer has fully paid the invoice.Sent - The invoice has been sent to the customer.Under the Status column, you will see the following: The customer always has the option to pay more than the minimum amount.įrom the Invoicing main screen, you will see a list of the Invoices that you have created. You will then be prompted to enter in the minimum amount that your customer can pay.įor example: If the invoice amount equals $100 and you set the minimum amount to $10, that will allow the customer to make up to 10 payments of at least $10 each. When you create a new invoice, check the box below the Total that says Allow Partial Payments. This will provide you with a link that you can then send to your customer via your own way.Ĭan I allow the customer to make partial payments? Yes, you can create an invoice and choose the Share Invoice option. Send Invoice – Send invoice to your customer now.Ĭan I create an Invoice and send it via my own email?.Share Invoice - Provides a link that can be used to send to the customer.Save as Draft – Save for later editing and sending to your customer.Cancel – This cancels the current invoice being created.Select if Partial Payments will be allow and the minimum.
To remove an item that you added to the invoice, click on the “X” on the right side of the item line.If you would like to add multiple items, you can click on the + Add Item link and add up to 30 items per Invoice.Discount rate (Less than 100,000 or less than 100%.Currency (It is best to match the currency of your account).Invoice Number (This is pre-populated but can be changed).
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