Send an invoice

Every order is its own invoice. The client can see it, download it and pay from one link, and you can print or attach the PDF whenever you need it.

Download the invoice

1. Open the order from Sales, Orders.
2. Press More at the top, then Invoice PDF.

The PDF has your logo, the items, the totals, what has been paid and what is left, your terms, and a box to pay online with the client's link.

Send it to the client

1. On the order, press Email (or Text).
2. Start from one of your templates, or write your own. The client's link goes in wherever the message says {{payment_link}}.
3. Send it.

The client opens the link without a login. They see what they booked, the delivery and pickup, Paid so far and Balance due, can press Download invoice, and can pay the deposit, the balance or another amount by card or bank transfer.

Good to know

• To copy the link yourself, press More, then Payment link, and paste it anywhere. The Money tab shows it too, with Preview.
• The link keeps working until some days after the event (180 unless your admin changed it under Settings, Sales, Orders, Booking). The Money tab says until when.
• If the link went to the wrong person, press New link on the Money tab. The old link stops working, including on invoices already sent.
• The invoice prints a barcode of the order number. Scanning it opens the order. See Scan items.
• Right after you book a quote, the order opens with the payment link email ready to send.
• If you keep your books in QuickBooks, orders can go there as invoices on their own. See QuickBooks.

If something goes wrong

• "The PDF could not be made." Try again. If it keeps failing, the reason is in the message; your admin can find it under Settings, Tools, Logs.
• The client says the link does not work. It has expired, or someone made a new one. Press New link on the Money tab, or send the current one from there.