To create a one-time invoice to collect payment from your customers, go to the Invoicing > Invoices section of your dashboard and select Create Invoice.
Fill out the Create Invoice form:
- Description: This description will appear as the title of the invoice.
- Due Date: This is the date the invoice will publish. If you have enabled 'send payment requests automatically' in your settings (Emails & Notifications section), invoice payment requests will be emailed to your customer on this date automatically.
- Processing Account: The processing account you wish to use for these invoices.
- Customer: Your customer being invoiced. You can either select from active Customers, or you can Add New Customer which will require a Name, Email Address, and Phone Number.
- Items: Create line items for your invoice.
Once finished, select Publish to activate the invoice, or Save Draft to save the invoice and publish at a later time.
Once the Invoice is Published, select the invoice to see the Invoice details:
Click on any of the fields to make edits, or select the three dots menu in the top right for more options:
Options include:
- Send Request: Send a payment to your customer via Payment Link, Email, Text Message, QR Code.
- Process Payment: If your customer's payment method has been stored, you can process the payment using the default method.
- Download PDF: Payload-generated PDF invoice summary.
- Switch to Draft: This will un-publish the invoice. Invoices must be published in order to receive payment.
- Close: Close out and deactivate the invoice.
- Disable Auto Payments: If your customer is enrolled in AutoPay, this will deactivate AutoPay for this individual invoice.
- Delete Invoice: Remove invoice from the Payload dashboard entirely.