Invoicing

Create/Send an Invoice for an order

1min

To create an invoice for an order:

1

Start an order for any event, collection, or class from your admin panel. Add any items you'd like on the invoice to the cart. Suggested Articles: Sell tickets to an Event, Sell a Collection, Sell a Class Registration

2

Once you have all the items in the cart, click the purple Create Invoice button.

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The invoice will automatically be created with any defaults you set on your Invoice Designer.

3

If you input patron information on the selection screen, that information will automatically be carried over to your invoice. Otherwise, add any patron information or additional recipients to your invoice.

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4

Make alterations to the due date, memo, and footer as desired.

5

Preview the invoice, payment page, and email on the right-hand side. When satisfied, click Send Invoice to send.