Invoice (R)

The Invoice page includes information for a specific invoice that has been sent to your customer, including customer information and payment options.

Note: You can edit information in the invoice by changing your Invoice Settings.

To access any Invoice page:

Click Invoices under Forms in the left navigation panel to open the Invoices page.
Locate a specific invoice in the Invoices table and lick any information in the row to open the Invoice Details page.
Scroll down to the Invoice Details Activity Panel and click GO TO INVOICES to open the Invoice page.

To access a specific invoice via the Payment Pages:

Click Payment Pages under Forms in the left navigation panel to open Payment Pages.
Click the item from the Payment Pages table to open Payment Pages Details.
Click GO TO PAY PAGE to open the invoice.

Partial view of the Invoice page, including the Invoice Heading, Payment Button, Customer Information, and Invoice Information.

Invoice Features

Click here to view the features of the Invoice page.

Invoice Heading

The Invoice Heading is located at the top of the invoice. It displays your business name and mailing address, the invoice number, the due date, and the total invoice amount.

Payment Button

The Payment Button is located in the top right corner of the page. Customers click PAY INVOICE to redirect to the Payment Form (see below).

Customer Information

The Customer Information section is located below the Invoice Heading. It displays information about the customer to the invoice is billed, including the Invoice Title, the name of the customer and their email address, and the name of the person to whom the invoice product was shipped.

Invoice Information

The Invoice Information section is located below the Customer Information section. It displays the products billed for by the invoice, including the item name, item number, quantity, price per item, and the total amount including any tax or discounts.

Payment Form

The Payment Form contains the fields required for invoice payment, including the following fields:

Payment Form Field Name	Description
Name	The name of the customer that the invoice was billed to.
Number	The customer’s credit card number.
Expiration	The customer’s credit card expiration date.
CVV	The customer’s credit card card verification value number.
Company	The customer’s company name.
Email	The customer’s email address.
Phone	The customer’s phone number.
Address	The customer’s street mailing address.
Address 2	The suite number portion of the customer’s street mailing address.
City	The city portion of the customer’s address.
Country	The country portion of the customer’s address.
State	The state portion of the customer’s address.
Zip	The zip code portion of the customer’s address.
Pay Button	Located at the bottom of the Payment Form, customers click this button after entering the required information to process their invoice payment.

Note: The Payment Form section displays input fields for credit card information, but customers can select to pay using ApplePay by clicking APPLE PAY in the top portion of the form. To edit payment method information for future invoices, open the Invoice Settings page.

Related Pages

Click the links or items in the page to access any of the following pages: