Creating a custom invoice can be achieved in your Ecommerce control panel in just a few easy steps.
To begin, click on the Ecommerce icon at the top of your control panel.
Then, hover over sell online and click on invoices
Choose the option for new invoice
You will be prompted to build your invoice. You will be required to enter the following:
If you want to include multiple items in the invoice you can click the new item button to continue adding more line items to the invoice. As new items are added, you have the ability to delete items by choosing the grey delete button to the right of the item amount area. (Note: If you only have one item on the invoice there is not an option to delete.)
To save your invoice you can click save draft or click the next button to continue to build your invoice.
The second step in building your invoice is to choose your contact. You can select from your existing contacts or you can click the new contact button. Clicking an existing contact will pre-fill the billing information for that contact, where choosing new contact will require you to manually add this information.
Information for the shipping info section can either be carried over from the billing info section, or you can enter it separately based on information you've gathered from your customer. To use the same information in this section as the billing info, simply click the checkbox labeled Same as billing address.
You can click save changes to finish building your invoice at a later date or choose next to continue setting up your invoice.
Step 3 will allow you to customize your Payment Preferences for your invoice.
Click next to continue your invoice. The final step of building your invoice allows you to customize the email message that will be sent to your customer. You can customize the subject and message before clicking send invoice.
At each step you have the option to save draft or next, and finally send invoice.
Once you have clicked send invoice you will receive a confirmation message notifying you that you have sucessfully sent your invoice to your customer