Create a Payment Invoice Template for Customer Service with Ease

Payment invoice template for Customer Service

hello and welcome back to another video today I'm going to show you how you can create an invoice inside of stripe let's start with the first one to be on the stripe website like I am here and in the top right corner you can find dashboard so click on that and that will take you to the stripe dashboard and then from here we want to look in the top right corner again and look for this create button here which is purple and once we click on this it will give us four options but since we're making an invoice we're going to select invoice I'm going to start with we first want to add in your company name so I'm just going to say complete okay we'll ask your password so once you put that in it will take this page here so the first step is adding a customer so I'm just going to say customer for this one and you also want to add in their email too so customer customer.com and once you've added in the customer you then want to look for the item that you're building them for so if you click on this you can either create a new product or add a one-time item so that it can be added into your invoice next up is payment collection you can either request a payment or Auto charge a customer so if you choose a request payment it'll create an invoice requesting payment on a specific date so you can choose from these presets or if you're on a custom date which is custom and then choose whatever day you like if we were to Auto charge simply click this and put in the card details and then that will be added so next up is delivery you can choose to either email the invoice to the customer or do not email the customer and then there's a couple options to include linked online payment page and include additional receipts if you wanted to and then the final option additional options this is the stuff you can add to the bottom if you need it so if you want to add something to the footer you can just say thank you so you can basically to change all these details as you like until you get the invoice correct and exactly how you want it and now if you've done that you can click review invoice and then you can see see another email if we want and then select send invoice after that your invoice will successfully be sent to whoever you are sending it to so I hope you found this video helpful and hope you successfully managed to set up and create invoices in stripe if you did please comment down below to say that helped you out and like And subscribe for more content like this thank you for watching