Invoicing

How the pieces fit together

Every invoice answers three questions: what created it, what's on it, and how it gets paid. Knowing the answers explains most invoices you'll see.

Start with what you're trying to do

Pick the goal closest to yours. Each path lists articles in the order to read them.

• Set up invoicing

  Choose defaults and decide what appears on invoices.

  1. Get Started with Invoicing
  2. Manage Invoices Settings
  3. Understand Invoice Customization

• Brand and lay out my invoices

  Beta. Design themes and arrange the invoice layout.

  1. Understand Branding Themes
  2. Create a Theme
  3. Reorder and Adjust Invoice Layout Elements

• Bill a one-time charge

  Charge for something outside the regular billing cycle.

  1. Understand Ad-Hoc Invoices
  2. Create an Ad-Hoc Invoice

• Preview or bill a renewal early

  Show a customer what's coming, or invoice them before the term ends.

  1. Understand Proforma Invoices
  2. Create and Manage Proforma Invoices
  3. Issue Advance Invoices for Subscription Renewals

• Get an invoice to a customer

  Email it automatically, send it manually, or share a link.

  1. Configure Invoice Email Delivery
  2. Send the Invoice
  3. View and Share Invoice Public URLs

• Record payments and credits

  Apply checks, card payments, prepayments, or service credits.

  1. How Invoice Payments Behave
  2. Record and Manage Invoice Payments

• Correct or reverse an invoice

  Update details, credit, void, or refund an invoice that's already issued.

  1. Update Customer Information on Invoices
  2. How Credit Notes Work
  3. Void an Invoice
  4. Refund an Invoice

• Combine several subscriptions on one invoice

  Send one consolidated invoice instead of many.

  1. Understand Invoice Consolidation
  2. Consolidate Subscription Groups

Answers to common questions

The invoicing questions customers ask most, and where to find the answer.

• How do I bill a customer for a one-time charge?Create an Ad-Hoc Invoice →
• How do I record a payment on an open invoice?Record and Manage Invoice Payments →
• How do I enable PO numbers on invoices?Display the Purchase Order Number on Invoices →
• How do I reorder items on an invoice?Reorder and Adjust Invoice Layout Elements →
• How can I show a customer what their next renewal will cost?Understand Proforma Invoices →
• How do I export invoices or invoice line items?Filter, Sort, and Export Invoices →
• Should I void an invoice or refund it?Void an Invoice →
• Why was this invoice created?Understand How Invoices are Generated →

After your invoices are set up

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