16min

Creating Invoices

Click the "Create Invoice" option on the top right of the page.

You will get a page for creating an Invoice.

You can enter the details and click on Add Item and then send the Invoice to the customer.

Note: This is only applicable a one-off payment method.

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  • 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.

You can click on the link for a video tutorial:

  • 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 to your customer Email.
  • You can also set the due date in the given dropdown field.
  • You can enter the Customers name & E-mail Address to notify them of the payment.
  • Click Send Invoices.

You can click on the link for a video tutorial:

Add multiple items in the invoice and multiple taxes for an item, You can click on the link for a video tutorial:

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 looks like:

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You can click on the link for a video tutorial:

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