Invoices

Invoices allow you to bill customers one-time for products and services while keeping track of payments and outstanding balances.

Invoices can be created manually or generated automatically through subscriptions and collections.

Creating an Invoice

To create a new invoice, select Create.

The invoice creation screen allows you to select a customer, add products, configure payment collection methods, and customise invoice content.

Selecting a Customer

An invoice must be linked to a customer.

You can:

• Select an existing customer
• Create a new customer directly from the invoice screen

Adding Products

Products determine what will be billed to the customer.

Products can be selected from your product catalogue and include:

• One-time products
• Recurring products
• A combination of both

Billing Behaviour

For more advanced recurring billing:

• Use Subscriptions for recurring card payments.
• Use Collections for recurring EFT Debit Orders, Registered Mandates (RM), and DebiCheck collections.

VAT

All product prices are entered exclusive of VAT.

When Include VAT is enabled, VAT is automatically calculated and added to the invoice total.

Invoice Due Date

The invoice due date determines when payment is expected from the customer.

Common options include:

• Due on receipt
• Due in 7 days
• Due in 14 days
• Due in 30 days

Default invoice terms can be configured under:

Invoice Settings

Payment Collection

Choose how payment should be collected.

Request Payment

Creates a standard invoice requesting payment from the customer.

The customer receives the invoice and can pay manually.

Autocharge Customer

Automatically charges a saved payment method linked to the customer.

This option is useful for customers with stored card payment methods.

Include Link to Payment Page

Enable Include link to payment page to add an online payment link to the invoice.

When enabled:

• A payment page link is added to the invoice email.
• Customers can pay online using card payment methods.
• Payment status updates automatically once payment is received.

This option is intended for card payments and online checkout payments.

Invoice Customisation

Invoices can optionally include:

• Memo
• Footer text
• Payment link
• Custom invoice due dates

Default memo and footer values can be configured under:

Invoice Settings

Invoice Preview

A real-time preview is available while creating an invoice.

Invoice Preview

This preview shows exactly how the PDF invoice will appear to the customer.

Email Preview

This preview shows the email that will be sent together with the invoice.

Saving an Invoice

The following options are available:

Managing Invoices

All invoices are displayed within the invoice list.

The invoice list displays:

• Customer
• Invoice number
• Total amount
• Billing interval
• Status
• Due date
• Date sent
• Creation date

Use the filters and search functionality to quickly locate invoices.

Invoice Actions

Each invoice provides additional actions through the action menu.

Invoice Statuses

Best Practices

• Create products before creating invoices.
• Use recurring products when billing customers on a regular basis.
• Enable payment links to improve collection rates.
• Use invoice previews to verify branding and formatting before sending.
• Configure default invoice settings under Invoice Settings.
• Use subscriptions and collections for fully automated recurring billing workflows.