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Sending an Invoice

After you have completed adding items to the invoice and finalized your customer’s shipping needs, the invoice is ready to be sent.

  1. Go to Orders from the navigation pane.
  2. Select the Not Invoiced filter and choose the Order you’d like to Invoice.
  3. Once on the ‘Order Details’ screen, select Invoice (iOS) or Send Invoice (Android) at the bottom of the screen.
  4. 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.
    • Send Email: This option will send an email to your customer with the details of the invoice and a link embedded in the email for them to pay.
    • 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 ‘Not Invoiced’ category.

Note: Invoice Due Date defaults are based on the selections you make or have made in Settings > Invoice Settings. However, you DO have the option to make unique Invoice Due Date selections for each individual order by going to Orders > select the order you’d like to edit > Invoice > click Edit next to ‘Invoice Due Date’.