Overview
This article will guide you through setting up invoicing in Brandboom. Once you're set up, you can easily create, send, and manage invoices for your buyers.
How-to
Step 1: Enable Invoicing on your Subscription
First, let’s make sure the Invoicing feature is enabled on your Brandboom account.
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Go to your Subscription page.
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Enable either Invoicing (for free plans) or Invoicing+ (for Start Up and Business plans).
NOTE:Note: For more details on the differences, see our article on [Invoicing vs. Invoicing+]
Once enabled, you'll see a prompt to continue setting up Invoicing in your Settings.
Step 2: Configure Your Invoice Settings
Next, you can customize your invoicing settings.
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Manage Invoice Reminders You can set up to three automatic email reminders for unpaid invoices.
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Choose when to send the reminder to your buyer.
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Add a custom message. The email will automatically include your contact information and a link to the invoice.
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To turn a reminder off, toggle the switch to "Off."
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2. Set Your Invoice Agent
The Default Billing Agent is the person designated as the billing correspondent for new invoices.
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Click "Update Billing Agent" to change the user.
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Selecting "–" sets the order agent as the billing correspondent instead. This means they will receive replies and emails about invoices they create.
Step 3: Connect Stripe or PayPal
Connecting an online payment service allows you to manage everything inside Brandboom, from sending invoices to receiving payments.
- You can still use the invoicing feature to generate and send invoices and log payments manually without connecting an account.
For more information, see:
How to Set up Stripe for Invoicing
How to Set up PayPal for Invoicing
Next Steps: Start Invoicing!
Now that you've set up the basics, you're ready to start using the Invoicing feature.