Set Up Invoicing

Step 1: Add Invoicing or Invoicing+ with Subscription

First, enable Invoicing on your Subscription page. 

NOTE: Free plans have the Invoicing feature while Start Up and Business plans have the Invoicing+ feature. Please check this article to learn more about the difference between the two.


You should now see a prompt to go to your Settings page to continue the setup process to "Set Up Invoicing.

Step 2: Set up Invoicing on Settings page


1. Manage Invoice Reminders

You can set up to 3 reminders. Choose when the email reminder should be sent to your buyer and add a custom message. The email will automatically include your contact information and a link to the unpaid invoice.

  • Switch it to 'Off' to turn off the reminder.

2. Set Invoice Agent

The Default Billing Agent will be the designated billing correspondent when an invoice is created. Click "Update Billing Agent" to update this user.

Selecting "-" will set the order agent as the billing correspondent. They will receive replies and emails regarding the invoices they created.

Step 3: Connect Stripe Direct or PayPal services to Brandboom

If you choose not to use Stripe or PayPal services, you can still use the Invoicing feature to generate invoices, send them to your buyers, and log payment and shipment activity. 

However, connecting one of these accounts will allow you to do everything inside Brandboom.

See Set up Stripe for Invoicing
See Set up PayPal for Invoicing

Step 4: Use Invoicing

Next, it's important to learn: