Add an Invoice
When you click the “Add Invoice” button the following screen will be displayed:
When you click "Add" in the Line Items section you will see the following screen:
Email an Invoice
The “Send Email” button on the order detail screen allows you email the invoice to the customer. Simply click the “Email Invoice” button and the invoice will be sent to the customer and the portal admin.
After you click the “Send Email” button the email status displayed on the invoice page will change to “Email Sent” indicating the email was sent to the customer.
To customize the invoice that is emailed to the customer to add your company logo, custom message, payment link, etc. navigate to the Invoice Template admin screen. For more information about the Invoice Templates screen please see the Invoice Templates KB article.
Print an Invoice
The “Print” button on the order detail screen allows you to print a hard copy of the customer invoice. Simply click the “Print Invoice” button and a printable invoice will be displayed in the browser. (Make sure your popo up blocker is not enabled). The following is a screen shot of the printable invoice: