The invoice contains links that your customer can use to pay the invoice by ACH or by card. You can also request a deposit from your customer.

Create an invoice

1. From the Main Menu, select Invoices, and then select Create New Invoice.
2. From the Net Term menu, select the number of days until payment is due.
3. To add a customer, complete the following steps:
   1. Select , and then select Add Customer.
   2. Enter the following details about the customer:
      • Name
      • Email address
      • (Optional) Other contact details
      • (Optional) Address details
   3. Select Save.
4. Add an item to the invoice using one of the following three methods:
   • Use the search box to find an item in the catalog.
   • Select Show Catalog to browse the catalog.
   • Select Add Quick Item to add and edit a custom item.
5. (Optional) Type a custom note in the Note field.
6. (Optional) To add an attachment, select Add Attachment.
7. (Optional) To add a discount, complete the following steps:
   1. From the Discount % menu, select the type of discount.
   2. In the Total Amount field, enter a discount value.
   3. Select Apply.
8. Select Generate Invoice.

Request a deposit

To request a deposit, complete the following steps:

1. From the Invoice menu, select an unpaid invoice.
2. Select REQUEST DEPOSIT.
3. Select the type of deposit that you want to request:
   • Percentage
   • Flat amount
   • Total due
4. Enter the value that you want to request.
5. Select Request Deposit.

Video tutorial