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Invoice wise for Technical Support

the invoice service built into the gateway is a convenient way for you to send invoices to collect payment from your customers via email to get going we're going to go to invoices here and hit add invoice and then you're taken to a page that's similar to the sale page where you can enter all of your customers information but the only fields that are required are invoice amount we'll do a 10 one you can set the invoice terms whether it's due upon receipt or 30 60 or 90 days from now enter all other payment information like normal and the only other required field on this page is the email address we need to be able to send the invoice somewhere so you need to enter something here we'll just enter a test address in here and leave everything else blank we don't really need to fill anything out for this one but if you have the customer's info you could enter it right now once we're done we can go down and hit create invoice and that's created an invoice i get an invoice number and an email has been sent to test example.com to take a look at it let's go to the invoice itself and here we can see all the information on the invoice the invoice id is here you can see the balance due payments applied and all the other information you can still change all of this and if you'd like to send it to another email address you could change the email here hit save and then hit resend invoice i could also just resend to the existing email address i can pay the invoice from here and i can close it as well if i go to the list invoices page which i can get to from either the main menu in the left side i can go here or it's on the home screen right here this takes me to a search page where i can just hit submit to show me all my current invoices and i see i have two i have one for jane doe that was created earlier and i have this one that we just created i can click into them to see that detail page we're just at i can see the customer name there's this actions column where i can resend the invoice i can close the invoice or i can start paying the invoice i can see the balance the total amount of the invoice and when it was created note that invoices can be passed due closed or paid as well and if it's in any of these statuses in this section it will show you that invoice in that color so let's go ahead and pay one of these let's pay the one we just created so i'm going to hit the coins here and i can choose how do i want to let them pay credit card or check i'll say credit card and now i'm taken to again a page very similar to the sale page it has all the information filled out we only had the email address and the amount so that's all that's here but i can enter a card number okay so the card is entered and how much do i want to pay this time i'm going to do the full amount so 10 i could do a partial payment if the customer needed to but we'll do the full amount right here i'll scroll to the bottom hit charge and there we go the payment has been approved transaction successful now if i go back to list invoices and do a search again i only see one on this list i only see my unpaid one so here i can use the check boxes in the search filters to decide if i want to see paid invoices closed invoices or past due invoices this one's paid so i'm going to click that submit again and now i see both of them and i can see the one i just paid the balance is zero and it's highlighted in green to show that it's a paid invoice if i wanted to close one i could close we'll confirm that you want to do that i'll say okay and when we go back to the list invoice page i'll say include paid and include closed do a search and there we go that one is there too the balance is one dollar but it's closed this method has you entering the information manually however when you create the invoice it also does send an email with a pdf attachment for the invoice and there's a link in the email the customer can click to make this payment automatically without you having to enter it on your own in the merchant control panel