Exchange Product Types: Invoices
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Revision as of 13:55, January 9, 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.
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.
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.
Once you've selected or created your customer, you can then add their company name, an invoice number and a P.O. number. You can also determine if you want the link to the invoice sent to your client as soon as the invoice is published (by default, all invoices are hidden from the store; the email will contact their direct link to the invoice).
You can also, at this point, select the terms for the invoice. You can select:
- No Terms
- Due in 7 Days (Net 7)
- Due in 10 Days
- Due in 30 Days
- Due in 60 Days
- Due in 90 Days
- Due on Receipt
Then you'll want to add the description for your invoice (for example, a list or description of services rendered). Below the description, you can add any additional notes for your client.
Once you've finished creating your invoice and publish the invoice, you will see a link to the invoice for your customer and the option to resend the email.
You can follow that link to view your new invoice.
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