Invoices are how you bill a customer for a service outside of your daily arrangements orders. This is the final step for you to collect payment on the services you have provided.
** Something to note**
At this time there is no way to process partial payments on an invoice. If you intend to accept two payments - say a down payment (or retainer), and completion fee - you must make two separate invoices.
How to Create an Invoice
1) Go to the Invoices dashboard by clicking on the Invoices icon on the left hand menu:
2) On the top right corner click “Create Invoice”
3) On the top left corner change “Proposal” to “Invoice”
4) Name your Invoice
Your customer will see the name of the Invoice so name it something relevant to the service such as the Event or Occasion
5) Add at least one item and price it.
If you know the customer is planning on paying with a debit card, credit card or ACH, you can include a processing fee to account for the overhead incurred.
6) Add a new customer record or attach an existing customer record in the "Contact Information".
The Contact Information can be different from the Billing Customer. Fill this field in with whoever your point of contact will be for the services you are providing, not who will be paying the invoice.
7) Add a new customer record or attach an existing customer record in the "Bill To" section. If it is the same as the Contact Information click the “Same as Contact Name” button and select or add the billing address.
8) Click “Preview & Bill”.
You will be able to preview the invoice in PDF form before you send it. This review is a critical step because after you send an invoice, you cannot edit it again. We recommend double-checking everything. If you need to edit the customer or billing name, phone, email or address you can do that from the CRM. From here you can also PRINT and DOWNLOAD the invoice if you want a hardcopy.
Pro-Tip: If you print your invoice, you can fold it at 1” inch and 5” from the top of the page to fit the address in a size 10 envelope window.
7) Click “Bill invoice” and select the due date. This is the final date you want to allow the customer to make a payment and will appear on the Invoice. Payments can still be made after a due date, they will show as “Overdue” to the customer and in your Invoice dashboard.
8) Click “Next” and edit the text in the email you are going to send your billing customer and click "Send". You can also add additional emails to the Carbon Copy (CC) fields, just make sure they are separated by commas. Once you click "Send" your Invoice has been created and billed!
If you know your customer will be paying by debit card, credit card or ACH you can add a non-taxable line item to collect the Processing Fee. Simply complete your other line items, review the final total, multiply by 0.029 and add that returned value as a new line item amount on a non-taxable line item.