Page Comparison

1. From the Merchant Dashboard, click the menu icon in the upper left (3 x 3 square icon), and select Terminal

2. In the Menu bar on the left side of the screen, click on Invoicing

3. Click Create Invoice

This will display the New Invoice page, where the invoice can be tailored to the sale exactly.

1. In the Bill To section, search for existing customers or click Create New Customer Account to Add Customer

2. In the Invoice Details section, input a Title for the invoice (optional), i.e., the service or product provided

3. Input Custom Invoice ID if applicable (optional)

4. In the Message section, a “Thank you” message can be customized to the client or customer

The Line Items section is where the product or service is added to the invoice.

1. Click Add Line Item

2. Input the Line Item details:

   • Item Name

   • Price (Per Item)

   • Quantity

   • SKU (optional)

   • Taxable (check box if so)

   • Additional note for customer, i.e., further item/service description (optional)

3. Click Add

   • Add any additional Line Items at this time

4. To add any applicable Discounts, click Add Discount

   • Input Discount Name

   • Select dollar or percentage discount

   • Input discount amount

   • Click Update

The invoice will display all Line Items, any applicable taxes/fees/discounts, and the Total due.

In the Payment Schedule and Options sections, the invoice due date, any deposits required, when to send the invoice, and reminders can be set.

1. Click on the > in the Payment Schedule to select the Due Date

   • Immediately

   • 7 days

   • 15 days

   • 30 days

   • End of the Month

   • Custom

2. Click Update

3. If a Deposit is required, toggle on Request Initial Deposit. Select Amount or Percentage, and input the amount. Set the date the deposit is due. Click Update to apply to invoice.

4. Click on the > in the Options section to select the Send Invoice date

5. To send Reminders, tick the Send Reminders checkbox

   • Click Edit to adjust reminders

6. To request a shipping address from the customer, tick the Request Shipping Address box

7. Add any desired attachments with the + Add Attachment button

8. Click Send

One of the easiest ways to search/sort through the Invoice list is by clicking on the Filter drop down menu.

1. In this menu you can select:

   • All

   • Sent (Last 7 Days)

   • Draft

   • Overdue

   • Unpaid

   • Paid

   • Scheduled

   • Undelivered

   • Archived

To search by specific date ranges, click on the Time drop down menu.

1. Select one of the following:

   • All Time

   • This Week

   • This Month

   • Last Month

   • Last Year

2. From a specific date → To a specific date

   • Highlight the desired dates on the calendar to select

To sort the Invoice list by the various columns:

1. Click the desired column to sort alphabetically or numerically:

   • Date

   • Customer

   • Invoice ID

   • Title

   • Amount

   • Status

1. Select an invoice from the Invoice List to view options

2. The following will display:

   • Invoice ID

   • Invoice Total

   • Balance due, and Invoice Status

   • Send Reminder button

   • Add Payment button

   • Bill To details

   • Recent Activity

   • Invoice Details

     • Menu Options … in the upper right corner

     • Send Invoice

     • Duplicate Invoice

     • Print Invoice

     • Download PDF

     • Void Invoice

Action

Display

Send Reminder

1. Click Send Reminder

2. Input Message to customer (optional)

3. Click Send

Add Payment

1. Click Add Payment

2. Select Pay in Full or Custom amount

3. Input note (Optional)

4. Select Manually enter card information to take card payment or

5. Select Record payment received and indicate

   • Cash

   • Check

   • SpotOn Point of Sale

6. Click Submit Payment

Void Invoice

1. Click the … Menu Options in the upper right

2. Select Void Invoice

3. A popup will display “Void this invoice? An email will be sent to the customer letting them know the invoice is no longer valid?”

4. Click Void Invoice to confirm void

5. A Success message will display in the lower left advising the invoice has been Voided and the invoice number

• The voided invoice will now display in the Invoice List with a status of Voided

1. Click the … in the upper right hand corner of the Invoice list

2. Select Invoice Settings

Invoice Defaults

These will be the default settings for all new invoices

1. Click on Invoice Defaults to edit

2. Input a Title (optional)

3. Input a Message

4. Select the Send Invoice default date

5. Select the Invoice Due default date

6. If you require shipping details, check the Request Shipping Address box

7. Add any Terms & Conditions (optional)

8. Click Save

Reminders

Default reminder settings can be created to automatically send reminders to the customer via email before and after a payment is due. Once an invoice has been paid, reminders will no longer be sent.

1. Click Reminders to edit

2. Toggle Auto-Schedule payment reminders for invoice On/Off to preference

3. Click + Add Reminder to add a new reminder default

4. Click the blank new reminder and choose:

   • Days before due date

   • On due date

   • Days after due date

5. Select the left column of the new reminder to set the days (before/after, or 0 if a reminder is to be sent on the Due Date)

6. Click on the … to the right of a reminder to Add Message or Remove Reminder

7. Click Update when done

Invoice Email

1. The customer invoice email will include:

   • Invoice Amount

   • Due dates

   • Payment Portal button

   • Customer details

   • Line Items

   • Customized message

2. Click Pay Invoice to access the customer Payment Portal for credit card payments

Payment Portal

1. When Pay Invoice is clicked from the invoice email it will take the customer to the Payment Portal

2. The amount due and due date will display

3. The customer will enter their card details and click Pay