website logo
⌘K
💼Getting started with MYFUNDBOX
PRODUCTS
🃏Plans
🚀Pay Link
📄Invoices
📊Dashboard
PAYMENT GATEWAYS
🏧Payment Gateway
Stripe
Paypal
GoCardless
CUSTOMERS
👦Profile
👤Customers
🎪Customer Portal
SUBSCRIPTIONS
📜Manage Subscription
📪Disputes
💸Payments
📹Payouts
COMMUNICATIONS
📡Communications
📧E-mail notifications
🔗Configurations
CUSTOMIZATION
📝Customize your checkout page
REPORTS & IMPORTS
📈Analytic / Reports
📦Import
TAX & COUPONS
💰Tax
🎫Coupons
🎟️Promotion code
↔️Difference between coupon code and promotion code
TEAMS/USERS
🧑‍🤝‍🧑Teams/User Creation
👥Affiliate account
Docs powered by
Archbee
PRODUCTS
Invoices

Creating invoices

16min

Steps to Create Invoice

Click the + Create Invoice on the top right corner of the page.

Document image


You will get a page for creating an Invoice as shown below.

Document image

  • Enter the Customer Name/Email to send the invoice.
  • Choose the currency that you want to generate the invoices for.
  • Select/Enter item name.
  • Default tax will be added for a predefined plan. You can set a tax rate for a new plan (You can set an Inclusive/Exclusive tax percentage) and add Coupons too.
  • Choose the price you want to add.
  • Once you are done with your inputs, Enter Add Item.
  • You can also generate the invoices for multiple plans.
  • You can add a description which will be displayed in your customer's e-mail.
  • You can also set the due date in the given dropdown field.
  • Enter the customers name & e-mail address to notify them of the payment.

Click the Send Invoice to send the Invoice to the customer.

NOTE : This is only applicable for one-off payment method.

Success Page

Once your process is done. You will get a pop-up as shown below:

Document image


Customer Receives Email

Once Invoice is generated, your customer will receive an email along with an attached invoice like this

Document image

  • If the customer clicks the Pay This Invoice in the mail. It will be redirected to the payment page as shown below.
  • On that page, the customer can select a payment method & enter the required credentials to proceed with payment.
  • Once payment is succeeded, you will get a receipt in your email.

Preview

  • Once you enter the details, They will be shown on the preview page.
  • You can check the invoices, payment page as well as email format.

This is how your invoice will look like:

Document image


Press the transaction status button of the Invoice and you can change that from paid to due or due to paid(for offline transactions).

NOTE : Once the transaction completed successfully, You can't edit the transaction status.

Download Your Invoices

You can also download your invoices in our application in the invoice list as shown below:

Document image


Video tutorial for VAT ID and Tax ID:



Video tutorial for adding coupon number in invoice:



Video tutorial for adding multiple items & tax in invoice:



Video tutorial for creating and sending invoice with coupon code:





Updated 19 May 2023
Did this page help you?
PREVIOUS
Invoice List
NEXT
Adding multiple items in invoice
Docs powered by
Archbee
TABLE OF CONTENTS
Steps to Create Invoice
Success Page
Customer Receives Email
Preview
Download Your Invoices
Docs powered by
Archbee