Note: The steps in this article apply only to the web app.

The invoice contains links that your customer can use to pay the invoice by ACH or by card. You can also request a deposit from your customer.

Create an invoice

1. On the main menu, select  Invoices , and then select  Create New Invoice.
2. From the Net Term menu, select the number of days until payment is due.
3. To add a customer, complete the following steps:
   1. Select , and then select  Add Customer.
   2. Enter the following details about the customer:
   3. Name
   4. Email address
   5. (Optional) Other contact details
   6. (Optional) Address details
   7. Select  Save.
4. Add an item to the invoice using one of the following three methods:
   • Use the search box to find an item in the catalog.
   • Select  Show Catalog  to browse the catalog.
   • Select  Add Quick Item  to add and edit a custom item.
5. (Optional) Type a custom note in the Note field.
6. (Optional) To add an attachment, select  Add Attachment.
7. (Optional) To add a discount, complete the following steps:
   1. From the Discount % menu, select the type of discount.
   2. In the Total Amount field, enter a discount value.
   3. Select  Apply.
8. Select  Generate Invoice.

Request a deposit

1. From the Invoice menu, select an unpaid invoice.
2. Select  REQUEST DEPOSIT.
3. Select the type of deposit that you want to request:
   • Percentage
   • Flat amount
   • Total due
4. Enter the value that you want to request.
5. Select  Request Deposit.

Video tutorial