Exchange Product Types: Invoices

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(Created page with "The '''Invoices Add-on''' for Exchange allows you to send invoices to clients and customers directly from your site. Once installed, you will see Add Invoice in your Exchange...")
 
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Next, you will select the client you'd like to assign to the invoice.  You can either select a current customer or create a new customer.
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Next, you will select the client you'd like to assign to the invoice.  You can either select an Existing Client customer or create a New Client.  If you select the Existing Client option, you'll see a drop down menu where you can select a current customer on your site.
  
 
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If you chose to create a New Client, you'll enter their name and email address.  You can also enter their company name and have the option to create their username and password for them instead of it being created for you by Exchange.
  
 
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Revision as of 17:53, January 6, 2014

The Invoices Add-on for Exchange allows you to send invoices to clients and customers directly from your site.

Once installed, you will see Add Invoice in your Exchange Menu (or just Add Product if Invoices is the only product type you have enabled).

You'll start by setting a title and price for your Invoice.


InvoiceTitlepng


Next, you will select the client you'd like to assign to the invoice. You can either select an Existing Client customer or create a New Client. If you select the Existing Client option, you'll see a drop down menu where you can select a current customer on your site.


InvoicesExistingClient.png


If you chose to create a New Client, you'll enter their name and email address. You can also enter their company name and have the option to create their username and password for them instead of it being created for you by Exchange.


InvoiceNewClient.png


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