---
title: Creating invoices
slug: creating-invoices
description: Discover how to create an invoice in MYFUNDBOX. Our guide walks you through the process of generating accurate and professional invoices for your customers.
docTags: 
createdAt: 2022-03-25T10:21:00.000Z
---

Video tutorial for VAT ID and Tax ID:

::embed[]{url="https://www.youtube.com/watch?v=DFbkcH6-fHs"}

Video tutorial for adding coupon number in invoice:

::embed[]{url="https://www.youtube.com/watch?v=r4N-ibOcnwY"}

Video tutorial for adding multiple items & tax in invoice:

::embed[]{url="https://www.youtube.com/watch?v=wgOy_v4CWz4"}

Video tutorial for creating and sending invoice with coupon code:

::embed[]{url="https://www.youtube.com/watch?v=9WWrjmZlBg0"}

### Steps to Create Invoice

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

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/Zx83_AyCjPsVXLjNYAXUY_iv.png)

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

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/gRA7UXZakoaJMVy6iSOHg_ivv.png)

- 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.

:::hint{type="info"}
**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:

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/erNLR8VC_-q1EhD_7swmr_scs.png)

### Customer Receives Email

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

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/pu3BJWdGvxvKmMMgDN1On_ml.png)

- 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:

::Image[]{src="https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/USTaUEStyAGYLD-WOhe63_paylink.png" size="36" width="321" height="412" position="center" showCaption="false"}

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

:::hint{type="info"}
**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:

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/V1-Vb1IlEDDZ9mZ7XmfkT_4.png)