---
title: "Enable Invoicing"
slug: "enable-invoicing"
updated: 2026-02-19T21:30:02Z
published: 2026-02-19T21:30:02Z
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://resource.payrix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Enable Invoicing

Merchants can generate and send invoices to customers for specific transactions. They can also edit or resend that invoice as needed.

The following sections describe how to set up invoicing and how invoicing works for merchants.

## Configure Default Invoice Information

To create default invoice settings for your organization:

1. Under Forms in the main side bar, select **Invoices**then **Invoice Settings**.
2. Click the **edit** icon in the Invoice Details or the Under The Hood section to configure settings in that section.
3. Enter the preferred default invoice settings. See [Invoice Settings](/v1/docs/invoice-settings-partners) for details about each field.
4. Click the **checkmark** to save your settings.

## Overview of Invoicing

The following sections describe how invoicing works in the Portal.

### Items and Products

Merchants create and manage their own products, which represent the items that they can add to an invoice. Items need to be created only once and can be duplicated on an invoice if multiple are being purchased.

See [Products](/v1/docs/products-partners) for more information about adding and managing products.

### Invoice Creation

After adding products, merchants can [create invoices](/v1/docs/create-invoice-merchants) for those items. Merchants can:

- Customize the invoice to include when they would like it sent and when it is due for payment.
- Search for saved customers to autofill the customer’s information.
- Input any discount and tax amounts.

### Invoice Details

Invoices progress through the following statuses:

- **Pending:** The invoice is awaiting payment.
- **Viewed:** Indicates that the customer has viewed the invoice but has not yet paid.
- **Paid:** The invoice has successfully been paid.

See [Invoice Details](/v1/docs/invoice-details-partners) for more information on invoices and the options available for managing an invoice.

### Customer Experience

The following images shows how an invoice is presented to the customer. The customer can access this invoice, click **PAY INVOICE**, and pay with a credit/debit card or electronic check.

![Invoice detailing charges.](https://cdn.us.document360.io/f243b0b3-0695-4293-966a-033fdd216918/Images/Documentation/sample-invoice.png)

The web portal offered by the Payrix Pro platform to accomplish tasks for their business through a web-based user interface rather than the API. The Payrix Pro portal contains general settings, payment processing options, reporting, fee settings, group assignments, user management, and much more.