Invoicing | SpotOn Virtual Terminal
Quick Links
- 1 Invoicing
- 1.1 Create a New Invoice
- 1.1.1 Create Invoice
- 1.1.2 Line Items
- 1.1.3 Discounts
- 1.1.4 Payment Schedule
- 1.1.5 Deposit
- 1.1.6 Invoice Options
- 1.1.7 Request Shipping Address
- 1.1.8 Terms and Conditions
- 1.1.9 Attachments
- 1.2 Invoice List
- 1.2.1 Sort By Invoice Status
- 1.2.2 Sort by Date Range
- 1.2.3 Sort by Column Heading
- 1.3 View Invoice Details
- 1.4 Invoicing Options
- 1.4.1 Send a Reminder
- 1.4.2 Add a Payment
- 1.4.3 Void an Invoice
- 1.5 Invoicing Default Settings
- 1.6 Invoicing Defaults
- 1.6.1 Invoice Branding
- 1.6.2 Mobile & Printed Invoice Preview
- 1.7 Invoicing Notifications
- 1.1 Create a New Invoice
Invoicing
Invoicing is a great tool for businesses that provide home or professional services, and need to itemize bills, or take deposits. Invoices are helpful for recording transactions with clients, as well as requesting timely payment from customers/clients. With SpotOn Virtual Terminal Invoicing you can send an invoice, with all the details of the sale to the customer’s email address, which leads directly to the Customer Payment Portal.
For a video tutorial on how to use the Invoicing feature of SpotOn Terminal, click here
Create a New Invoice
Action | Display |
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Create Invoice
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Line Items
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2. Input the Line Item details in the required fields:
3. Select Add 4. Additional line items may be added as needed |
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Discounts
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2. From the Edit Discount pop-out menu, input the following information into the fields:
3. The invoice will display all Line Items, any applicable taxes/fees/discounts, and the total invoice due. | |
Payment Schedule
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2. From the Invoice Balance Due pop-out menu, select a due date from the following options:
3. Select Update to save the due date | |
Deposit
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3. From the Request Deposit pop-out screen, select dollar ( $ ) or percentage ( % ) discount by clicking on the required icon 4. Input the required deposit amount | |
5. To set the due date, select the right arrow button (>) on the right of the the Due section and select from the following options:
6. Click Save 7. Click Update to apply to the deposit amount and due date to the invoice
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Invoice OptionsSend Invoice
3. Select Update
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Send Reminders
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3. From the Reminders pop-out menu, click Add Reminder | |
4. Input the required interval number and use the drop-down menu to choose between the following reminder intervals:
Note: More than one reminder can be set up at a time | |
5. Select Update | |
Request Shipping Address
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Terms and Conditions
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Attachments
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2. Preview the invoice or save as a draft if desired 3. Select Send to send the new invoice |
Invoice List
The invoice list can be sorted and filtered in numerous ways, from date to invoice status.
Action | Display |
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Sort By Invoice Status
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Sort by Date RangeTo search by specific date ranges, click on the Time drop-down menu.
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Sort by Column HeadingTo sort the Invoice list by Column Headings
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View Invoice Details
When an invoice is selected from the Invoice List, merchants can choose to send reminders to customers, make payments, view recent activity, print, resend, download invoices as PDFs, or void an existing invoice.
Action | Display |
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Invoicing Options
Action | Display |
Send a Reminder
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Add a Payment
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Void an Invoice
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3. A pop-up confirmation screen will appear that displays the following message: Void this invoice? An email will be sent to the customer letting them know this invoice is no longer valid? 4. Click Void Invoice to continue voiding the invoice. Select Cancel to stop the voiding process 5. A green success message will display in the lower left corner of the screen upon completion
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Invoicing Default Settings
The Invoicing Default Settings menu is where default settings and reminders are set up. Merchants do not have the ability to change Taxes or Fees or add Customization, like logos and brand colors from Invoice Settings. Those must be changed in the Account & Settings section, however, Invoice Settings displays a link to the Account & Settings page for easy access to make any desired changes.
Accessing Invoice Defaults Settings
Action | Display |
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3. The Invoicing Defaults menu will display | |
RemindersDefault 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.
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Invoicing Defaults
The Invoicing Defaults menu is designed to set defaults for creating new invoices. Note that these settings can be overridden on individual invoices.
Invoice Branding
Action | Display |
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Logo
2. Turn the toggle on or off to show the image on printed invoices | |
Brand Colors
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Invoice Template
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Invoice Details
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Item Details
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Business Information
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Attachments
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Other Defaults
2. Set the Invoice Due frequency by clicking the Invoice Due drop-down menu and choose from the following options:
3, Toggle on/off Request a shipping address as desired
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Request a Shipping Address
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Invoice Reminders
2. To add a new reminder, select +Add Reminder
3. Input the desired number of days for the frequency rate in the empty field 4. Use the drop-down menu and select the desired frequency rate options:
5. Input a reminder message to your customer (optional) |
Mobile & Printed Invoice Preview
Action | Display |
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Mobile Preview
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Printed View Preview
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Invoicing Notifications
Merchants can set up invoicing notifications with a variety of automated email update settings to help monitor invoicing progress and outstanding customer balances with ease.
Action | Display |
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3. From the menu on the lefthand side of the screen, select Invoicing Notifications | |
4. Toggle on the Receive Email Notifications switch to 5. Choose from the following email notification options by selecting (or unselecting to remove a notification type) the corresponding check box(es):
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