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How to Add an Invoice (UK)
How to Add an Invoice (UK)
Updated over 7 months ago

How to Add an Invoice

  1. Click Business Tools > Billing Manager from the left navigation menu.

  2. Locate and click the account to which you want to add the invoice item.

  3. Click + Invoice.

  4. Enter the invoice items and descriptions.

  5. Click the gray pencil icon under Due Date to update the charge's due date and choose a new date.

  6. Enter the invoice item's information.

    • Charges will add an amount due to the user.

    • Discounts subtract an amount from the balance. You can create them as a percentage or a Euro/Sterling amount.

    • Coupons will subtract a Euro/Sterling amount from the balance.

  7. To add to the account without recording the payment, click Create Invoice.

  8. To process a payment, click Create Invoice & Pay and follow through with the payment processing.

How to Bulk Add Invoices

  1. Click Business Tools > Billing Manager from the left navigation menu.

  2. Select the accounts to add the bulk charge.

  3. Click Actions > Bulk Post Invoices from the upper right corner.

  4. Enter a title, description, due date, and details.

  5. Select whether or not this charge will immediately process for those with electronic payments set up. You may also waive the electronic processing fees.

  6. When satisfied, click Post Invoices.

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