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Invoicing

Table of Contents:

What’s on a Wayroo Invoice?

The information that is displayed on customer invoices includes:

  • Invoice Due Date
  • Business Name (DBA Name)
  • Business Address
  • Business Email
  • Customer information
  • Order Summary
  • Shipping Policy
  • Return Policy

All of this information can be edited in your app’s settings. Learn more.

How it works

  • In-App Orders
  • Online Store Orders
  • Reply to Buy™ Orders

When creating an order directly in the app, after you add items and finalize your customer’s shipping needs, you have the option to accept payment immediately OR send them an invoice right from the app! Invoices can be sent straight to your customers’ email, or you can send an invoice link via text, chat, or your favorite messaging app!

When a customer checks out in your Online Store, they will receive an email with a copy of their invoice. All paid online orders will show up under the ‘Paid’ status tab on the Orders screen in your app.

When a customer claims an item from your Facebook live event with Reply to Buy, they will receive a “Shop now” link via Facebook Messenger. When the customer clicks that link, all successfully claimed items will be added to their shopping cart. From here, it is up to the customer to initiate the checkout process and complete the transaction. No invoice needed for online checkout.

Sending an Invoice

  • Create a new order / invoice
  • For existing, open orders

If you do not yet have any open orders in the app, you will first need to create a new order / invoice. Follow the steps outlined in this article to create a new order and send an invoice.

Step 1: Go to Orders from the main menu.

Step 2: Select the Open filter and choose the Order you’d like to Invoice.

Step 3: Once on the ‘Order Details’ screen of an Order, select Invoice (iOS) or Send Invoice (Android) at the bottom of the screen.

The following options will be displayed:

  • Copy Invoice Link: This option will copy the URL for the invoice to your device’s clipboard so that you may send it to your customer via messenger, text, or social media.

Note: If a customer clicks the Pay Invoice link for an invoice that has already been paid, it will display a digital receipt indicating that the invoice has been paid to avoid confusion.

  • Send Email: This option will send an invoice via email with a “Pay Invoice” button.
  • Cancel: This option will return you back to the invoice to make any changes/corrections.

Note: Choosing to cancel at this step does not cancel the entire invoice. The invoice will be kept in the ‘Open’ category.

iOS
Android

Note: Invoice Due Date defaults are based on the selections you make or have made in Settings > Invoice Settings. (See more information about Invoice Settings in the next section of this article.)

Invoice Settings

Here, you can:

  • Set the number of days your customers have to pay an invoice.
  • Schedule all invoice due dates for the same day each week.
  • Set up automatic reminder emails.

App defaults:

Until you choose your own invoice settings:

  • The due date for all invoices is set at 30 days from the day the invoice is created.

Invoices are due by 11:59 PM in your store’s time zone. (You also have the option to edit your time zone settings)

Note: You can always override your due date settings and make unique Invoice Due Date selections for each individual order by editing the ‘Invoice Due Date’ before sending the invoice email or link.

Expired Invoices

Expired invoices will be automatically canceled, however you have the option to recreate any canceled order if needed.

Recreate an order:

Step 1: Go to Orders from the main menu.

Step 2: Select the Canceled filter and choose the order you’d like to recreate.

    Step 3: Tap Recreate Order

    Re-sending an invoice

    • You can send another invoice for an open order at any time by clicking the Invoice button again.
    • You can use the recreate order button from a canceled or expired order to re-invoice your customer.