Login to your dashboard : Invoice Page
It shows the list of your invoices. To create new invoice, click on 'Create invoice'.
Search Customer:
Search the customer by entering name in the customer input box.
If data found, customers details will be displayed
and skip next step,
else if customer data is not found you have to add new customer's details first.
Click on 'add new' to add customer details.
New Customer:
Fill out the customer details then submit it.
Create Invoice
Fill out invoice date and due date and memo. And choose appropriate shipping option from shipping information.
At the end, select appropriate product type. Then related product/s and price will be displayed
Now, click on 'Add to Invoice' button.
List of items and pricing
If there are multiple products, then select another product.And again click on 'Add to Invoice' button.This will update the list of those products and amount.
Invoice options:
Enter the quantity of products and click on 'Update All'. Select the Coupon if any. Check the total and 'Update Totals. Click on 'Save' to save the invoice. It will following display the options .
Click on Preview the invoice.
Invoice List:
Check the invoice information if any changes are required, click on Edit invoice to change the values. Since, invoice will be saved, you can send it at any time. This invoice enlisted in the invoice page. Click on number to open this invoice.
Send Invoice:
From 'invoice options', click on Send button. You will get invoice sent confirmation alert.
Customer process:
Short Invoice through email:
On the other hand, the customer will receive an email containing this invoice.
Customer process:
View and pay Invoice:
When customer clicks on 'View & Pay Invoice', invoice details will be shown as shown in preview.
Customer process:
Payment link:
After clicking on the Pay invoice, customer will be redirected to payment link.
Payment can be done using paypal account, all types cards.
Customer process:
Final receipt:
After entering login credentials, customer will make payment.After successful payment, following receipt will be generate.
