Create & Send an Invoice

  • Start by ensuring your merchant information is complete via the “Accounts” section. This information is necessary to send invoices.
  • Tap “Invoices” located in the left-hand navigation menu.
  • Select “Create Invoice” in the upper right corner.
  • Choose your “Issue Date” based on the date you plan to send the invoice (past, present or future).
  • Choose your “Due Date.”
  • Check “Custom Invoice Number” to enter a company invoice number, if necessary.
  • Fill in Contact Information and Billing Address.
  • Complete the “Description” line items. Use “Add Item” to add additional description fields.
  • Choose the payment options you wish to make available to this customer (credit and/or ACH), and whether or not you will accept a partial payment.
  • Add a custom “Note” if you wish to thank your customer/donor or provide them with extra information.
  • Tap “Send Invoice” to complete your task.