Creating Invoices

Invoices can be created in one of many ways. The most common ways that an invoice would be created are:

  • Directly from the administrative control panel.
  • A user can request an invoice from the shopping cart.
  • An invoice is created for a subscription that doesn't have a credit card on file.

Creating an Invoice from the Control Panel

To create an invoice from the control panel, click on "Invoice" within the "Quick AddAdditional InformationThe quick add menu is located in the primary navigation bar. It is a green icon with a white plus sign." menu.

Components

There are three types of components that can be assigned to an invoice:

  • Product: This allows you to add an existing product from your shop to the invoice.
  • Credit: A credit is much like a promotional code, in that is provides a "discount" off the invoice's total.
  • Hourly Component: User is billed for time. Time is calculated in minutes. Depending on the settings you have selected for your invoices, this may or may not be rounded up.

Adding Components to the Invoice

Once you have created the invoice, you can add components to the invoice.

FieldDescription
Overview Tab
Due DateDate on which the invoice will be due. Leave blank to have the program automatically calculate the due date based on the "Invoice Due" setting from "Shop > Invoices > Options".
Auto-InformAutomatically e-mail invoice updates: The user will be notified when the invoice is created, when it is edited, or when a components are added to the invoice.
Manually e-mail invoice updates: The user will only be notified when you click on the "E-Mail Invoice" icon in the invoice slider.
Hourly RateEstablishes the hourly rate for "Hourly" components.
Tax RateDetermines the tax rate for any component marked as "Taxable" on the invoice.
Client TypeEvery invoice needs to be assigned to either a member or contact. This section allows you to select an existing member, select an existing contact, or create a new contact.
MemoThe memo is displayed on the invoice and is generally used to provide a description of why the user is being invoiced.
Components Tab
This section allows you to add components to the invoice. Note that you can add components at a later time as well.
Shipping Tab
The shipping tab allows you to specify shipping, if any.

Things to Remember

  • If you create an invoice without any components, the invoice's status will be marked as "Paid" until you add a component to the invoice.

Notifications

If you set the "Auto-Inform" field to "Automatically e-mail invoice updates", the user will receive a copy of the "Invoice" email template.

User Self-Service Management

Please click here for information on the user self-service invoice page.

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Published on 2013/07/13.
Last updated on 2013/07/13.

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