On your Merchant HQ, you may send an invoice to your customers to collect payment for an order they make - typically over the phone.
Once an invoice is created, the customer will receive an email from the Merchant with a payment link of the payment that is due. They’ll get redirected to use a custom and secure landing page to complete that payment online.
Create An Invoice
To utilize on-demand invoicing, log onto your Merchant HQ. While on the Sales & Reports tab, you will see the word Invoices on the left-hand side. Select to get started sending an invoice to a customer.
Step 1: Select the Create Invoice button. This will bring you to a form to create an invoice that will then be sent to a customer via email.
Step 2: Write some details in the line Description. This could be the name of the item or service that the customer is purchasing.
Step 3: Enter an invoice number, if applicable.
Step 4: Enter a note, if applicable.
Step 5: Enter the customer’s first name, last name, and email. Be extra careful to enter the customer’s email correctly - this is the method in which they’ll receive the invoice.
Step 6: Enter an amount for the invoice.
Step 7: Once complete, click Select Invoice. You’ll be able to see the Invoice details and a Status on your Invoice tab. You may also preview the invoice and delete the invoice if you’d like.
Send An Invoice
Once you complete this form, this will send the customer an email directing them to complete the Invoice you created. The email will look something like this:
Complete an Invoice (Customer)
Within the email, the customer will be able to review the invoice details and can select Pay Now. This will redirect the customer to a secure landing page where they can complete their payment.
Once the payment is complete, it will be reflected on your Invoices page on your Merchant HQ.