Invoices

Send formal invoices to customers for sales-assisted deals — with a payment link so they can pay online directly.

Invoices are for sales-assisted billing — situations where you’ve already agreed on a deal and need to send a formal document for payment. They’re not a self-serve checkout flow. If you want customers to pay on their own, use a checkout link instead.

An invoice can include a payment link, so the customer can pay online directly from the email they receive.

Invoice lifecycle

Status	Description
draft	Editable. Not yet sent.
open	Finalized and sent. Awaiting payment.
paid	Payment confirmed.
void	Cancelled. Cannot be re-opened.

Create an invoice

Go to Sales → Invoices and click New Invoice.

Customer

Select an existing customer from your account, or create a new one inline. After selecting a customer, choose the invoice currency — you can invoice in any of the 36 supported currencies.

Billing address

Auto-fills from the customer’s stored billing address if one exists. The address is used for tax calculation and printed on the PDF. You can edit it before finalizing.

Line items

Add one or more line items. Each has:

• Description — what you’re charging for
• Quantity — number of units
• Unit amount — price per unit in the invoice currency

You can populate a line item from an existing product in your catalog (auto-fills description and amount), or enter custom values. Click Add item to add more lines.

Discount

Optionally apply a discount from your catalog. Both percentage and fixed-amount discounts are supported. The discount is applied to the subtotal and appears as a line on the PDF. You can also create a new discount inline.

Payment link

Attach a checkout link so the customer can pay online. When included, the finalized invoice email contains a Pay now button.

The checkout link’s currency must match the invoice currency. If they differ, a warning is shown — the customer would be charged in the checkout link’s currency, which may be unexpected.

Details

• Payment due — set using Net 7 / 15 / 30 / 60 shortcuts or a custom date
• Memo — a note printed on the invoice, visible to the customer
• PO Number — the customer’s purchase order reference
• On behalf of — override the seller name printed on the invoice (defaults to your organization name)

Finalize an invoice

Once your draft is complete, click Finalize. This:

1. Locks the invoice — no more edits
2. Assigns an invoice number
3. Calculates tax based on the billing address
4. Generates a PDF
5. Changes status from draft → open

Finalized invoices cannot be edited. If you need changes, void the invoice and create a new one.

Send an invoice

After finalizing, click Send. The customer receives an email with:

• The invoice PDF attached
• A Pay now button if you attached a payment link

Void an invoice

Both draft and open invoices can be voided. A voided invoice is permanently cancelled and cannot be re-opened.

What’s next

Checkout Links

Add a payment link to invoices so customers can pay online.

Refunds

Issue full or partial refunds on completed orders.