First, open an Invoice or create a new Invoice (see Create an Invoice for more info).
At the bottom of the Invoice, check the boxes for the payment options (Stripe or Paypal) you would like to offer the Buyer.
Click the "Send" button from the Status label or at the bottom of the form.
Invoice Email Notification and Status Change
An email will be sent to the buyer allowing them to view it online, and the Invoice Status will change to "Sent."
The "Send" button at the bottom will change to "Resend" so you can send it to your Buyer again, if needed.
When the Buyer views the Invoice, the "Sent" Status will changed to "Viewed."
Copy Invoice Link to share with Buyer
If you like, you can also generate a link for the Invoice to send to your Buyer.
In the upper right corner of the Invoice, click "More" and select "Copy Share Link".
A confirmation message will appear, letting you know the link has been copied to your clipboard.
You can now paste the link wherever you like. Anybody who clicks the link will be able to view your Invoice online.
Payment prompt for Buyer
When the Buyer opens the Invoice, they will see the payment buttons at the bottom of the form.
If the user clicks "Pay Invoice", a payment prompt will appear, where they can:
- enter Credit Card number
- add notes
- specify the payment amount they wish to apply
After the Buyer clicks "Charge Card" the payment will be authorized and charged to their credit card. The payment will also be recorded on the Invoice automatically.