Invoicing- Create and Send Customer Invoices

Learn how to create, send, and track customer invoices.

The Invoicing tool allows you to send an email or text message directly from the virtual payment terminal to your customer. The email contains a pdf attachment with the invoice details you entered, and both the email and text message will contain a secure link to a payment form. The payment form will display your invoice as well as payment fields that allow the customer to enter card or ACH details, electronically sign, and pay the invoice.

As part of the invoicing tool, the products buttons in the top right corner gives you the ability to store common or default products or services with set descriptions, prices etc., so you can easily add items to your invoices.

Creating Your Company Invoice Template:

Before creating an invoice, navigate to the Control Panel tab on the left panel.
Click on Invoicing.
Upload the logo, company info, and fields you would like your invoices to display.
You can also set custom notifications so your customers will be notified via email prior, on, and/or after the due date.
In addition, you can default a tax amount and surcharge to be applied to each invoice.

Sending Invoices:

The invoicing tool allows you to send an email or text message to a customer that contains a link to a payment form where the customer will view the invoice and enter a credit card or check to pay the invoice.

To create an invoice, navigate to the Invoices tab on the left panel.
Click on the New Invoice button in the top right corner of the page.

Enter a customer and any additional information you wish to include.
Scroll down and click on Add Lines.
Add an existing product, or enter a new product details
You can apply a tax, surcharge or discount.
Then, click Send at the bottom of the page to send the invoice now

Once you click Send, a window will pop up that will allow you to enter additional email addresses, customize the subject line and content, and attach files to the invoice.
Click Send Invoice at the bottom of the pop-up window

If you add an additional email address or cell phone numbers, press enter after typing it so the address/number is saved.

By default, every invoice comes with a pdf file attachment of the invoice unless you un-check the “Attach system pdf checkbox”. The Add File button allows you to add additional attachments.

How Customers Recieve and Pay Invoices:

Post-Sending Invoice:

There are a number of options available once an invoice is sent.

In the Invoices tab on the left panel, there is a listing of all sent invoices. On the right side of each invoice (under Actions), appear up to four actions.
You can resend an invoice; this will simply resend the invoice to the customer.
The cancel icon disables the link in the email invoice sent to the customer, effectively canceling the invoice.
The delete icon deletes the invoice entirely (automatically disabling the link as well).
Clicking on the pay icon will allow you to either pay on behalf of the customer using stored or new payment methods or mark the invoice as paid without actually running a transaction (paid by cash)
- If you choose the Cash option, you can opt to only enter a partial amount and mark the invoice as partially paid.

For additional support please email payments@purefinancegroup.com