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Create and Send an Invoice

Learn how to create invoices from completed orders, add products manually or all at once, switch between order and invoice views, send payment options to buyers, and resend invoices when needed.

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How-to

Before creating an invoice, you must have these 2 things done on your Order:

  1. Set the Order Status to Complete

  2. Choose a Customer (create a new one if needed)

Method 1:

  1. Click the “New Invoice” button in the toolbar.

  2. When prompted, click “Yes” to add all products from the Order to a new invoice.

Method 2:

  1. Select products individually by checking the box to the left of the product thumbnail, or you can select all.

  2. Click ‘Add to Invoice’ at the lower right corner of the page.

    Selected products on an order with the Add to Invoice button highlighted.

  3. Click “Add All” to add all the products to a new invoice.

    Add All prompt for creating a new invoice from selected order items.

  4. You can create additional invoices by repeating these steps.

Method 3:

  1. Create invoice via API - Please see this article.

Switch View between Order and Invoice

You can switch between Invoices and the Order Form in the upper left corner of the page.

Order page toggle for switching between invoice and order views.

Send An Invoice to a Buyer

  1. At the bottom of the Invoice, check the boxes for the payment options (Stripe Direct or PayPal) you would like to offer the Buyer.

  2. Click the ‘Send’ button from the Status label or at the bottom of the form.

    Invoice page showing payment options and the Send button.

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,” allowing you to send it to your Buyer again if needed.

  • When the Buyer views the Invoice, the “Sent” Status will be changed to “Viewed.”

NOTE: If a buyer is approved for Slope Net 60, the status will automatically be marked as “PAID”.

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 either:

Buyer invoice view with payment buttons at the bottom of the form.

Invoice payment prompt with options to pay by credit card or PayPal and add notes.

  • Enter their Credit Card number or use PayPal

  • 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.

Re-send an Invoice to a Buyer

After an Invoice has initially been sent, the Invoice will reflect the “Sent” status. You can send the buyer an email again to link them to this invoice online by clicking “Resend” at the bottom of the form.

Sent invoice showing the Resend button for emailing the buyer again.

NOTE: Startup and Business plans have the Invoicing+ feature. Please check this article to know more about the difference between the two.

Related Articles:

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Start Using Invoicing on
Set Up PayPal for Invoicing
Set, Request, and Apply Order Deposits
Add a Payment to an Invoice as a Seller
Create and Manage Invoices via the API
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