PRODUCTS
Invoices
Creating invoices
12 min
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 steps to create invoice click the + create invoice on the top right corner of the page you will get a page for creating an invoice as shown below 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 customer receives email once invoice is generated, your customer will receive an email along with an attached invoice like this 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 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