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 click any information in the row to open the Invoice Details page.
Scroll down to the Invoice Details Activity Panel and click GO TO INVOICE to open the Invoice page.
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 and 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 and displays information about the customer that the invoice is billed to, including the Invoice Title, the name of the customer and their email address, and the name of the person that the invoice product was shipped to.
Invoice Information
The Invoice Information section is located below the Customer Information section and 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:
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 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, customer’s click this button after entering the required information to process their invoice payment.
Tip
The Payment Form section displays input fields for credit card information, but customers can select to pay using Apple Pay 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 on the page to access any of the following pages: