Use Payload Invoicing to create and send recurring or one-time invoices to your customers.
The Invoicing section of the dashboard is separated in two sections: Billing Schedules and Invoices.
Billing Schedules: used to create recurring invoices for your customers:
The dashboard displays the following information for created Billing Schedules:
- Customer: Your customer
- Red dot: outstanding balance is owed.
- Green dot: no outstanding balance owed.
- Gray dot: billing schedule is paid in full and is now closed.
- Description: The description given to this invoice during its creation.
- Start/End Date: The first and last invoice billing date.
- Amount: The amount due for each individual invoice payment.
- Cadence options include daily, weekly, bi weekly, monthly, annual, and more.
- Balance: To date, the amount owed and total amount billed.
- Processing Account: The Processing Account being used for this billing schedule.
How do I create a Billing Schedule?
Invoices: Where you will see individual invoices or invoices generated from Billing Schedules.
The dashboard displays the following information for created Invoices:
- Status: Unpaid, Paid, Partially Paid
- Description: The description given to this invoice during its creation.
- Due Date: Date the invoice is published.
- Amount Due: Invoice amount due.
- Customer: Your customer.
- Processing Account: The Processing Account being used for this invoice.