The Invoices tab on your lead enables you to create and send invoices to your clients which they can pay for using a credit card or ACH payment.
Invoices are created on the New Invoice tab, while the issued invoices can be viewed and managed on the History tab:
To create a new invoice first select an invoice template from the Template dropdown.
If you need to add a new template or edit the existing template, use the template shortcut on the right:
More Info: Invoice Templates
The Bill To information populates automatically with the lead's information (which is pulled from the lead special fields such as Business Name, Business Address, etc.).
If needed, you can also edit the information right on the invoice, including the invoice # and the due date:
Use the line item and tax buttons to add additional line items or taxes to your invoice:
If you need to delete an item, hover your mouse over the line time amount and click on the 'x' symbol which appears.
Optionally, you can also add custom invoice notes at the bottom of the invoice:
After filling in the invoice information, select the accepted payment methods and optionally the preferred gateways:
More info: Enabling Authorize.Net For Credit Card Payments, Paya ACH Integration Guide
To create a repeating invoice, click on the Repeat toggle switch (shown below the gateway selections in the above screenshot).
A new popup window will appear where you can select the invoice frequency and the end condition:
Once the repeating invoice settings are saved, the Repeat switch turns green and you can then select the due date for each invoice and add the recipient's email and phone:
When you're ready, use the buttons at the bottom of the invoice to save, preview, or send the invoice:
The saved invoices and their statuses can be viewed on the History tab.
Use the Actions column to edit, void, preview, delete, or send the invoices: