Without any integration required, merchants can issue invoices from the dashboard by simply filling out the standard form which includes the Customer details and the Product/Service information.
In this article you will be going to know about:
Display Invoices
You can list your account invoices by going to your Dashboard > Invoices. All of your invoices will be listed there.
locating paid invoice and reconciling it with its transaction can be done by clicking on the card icon and you will be redirected to the transaction related to the invoice.
Create an invoice
Creating an invoice from your dashboard is easy, just follow the below steps:
- Navigate to Invoice > click the plus button on the top right corner of your index table.
- Select whether it can be a standard (one-time use) invoice or a re-usable template invoice.
Standard: it's a single invoice. The link will be expired once a customer will complete this payment.
Template: It will generate a link, and you can share this link to your customer via any source(message/WhatsApp/email, copy/paste), and the same link will remain open to re-use anytime. (you can also control the expiration date while making the template)
The payments done through the Template mode will be tagged as API(Type).
- Add new items by clicking on the edit button then fill in each item pricing with the ability to add discount and tax, and the option to include additional charges.
Multiple items/products can be added in the same invoice
- You can always prefill the Customer Details and Shipping Details so that the customer doesn't need to provide them again on the PayPage.
- Finally, you can either save the invoice for later or Save it and Send by email are provided.
You can edit the invoice only when the status is ‘Pending’.
Send invoice via SMS or Email
After creating the invoice you can either send it to the customer via email or SMS. To perform such an action first you need to choose the desired invoice
Via SMS
Click on send by SMS button on the invoice preview screen.
Then provide a valid customer's phone number then click send.
Via Email
Click on send by SMS button on the invoice preview screen.
- Then provide a valid customer's name and email then click send.
Check what's PayTabs Invoice article for more details