Invoices

General Overview

• Invoice Overview
• Email an Invoice
• Print or PDF an Invoice
• Edit an Invoice
• Reverse or Delete an Invoice
• Manually Create a Direct Ship Invoice

Popular Invoice Topics

• Handling Personal Use
• Handle Demos, Donations, or Expired/Product Loss
• Import A Customer Website/Direct Ship Order
• Handle Miscellaneous or One-time Purchase
• Handling Returns, Exchanges or Refunds
• Add a Historical Invoice without Deducting from Inventory

Discounts, Sales Tax, & Shipping

• Change The Standard or Birthday Discount Type
• Handling Sales Tax on Discounted Items
• Handle Gifts Given Away
• Create Custom Discount Types
• Record Shipping on Invoices
• Add a Customer Premium to an Invoice

See all 7 articles

Account Balances & Payments

• Send Direct Payment Link in an Email
• Posting Payments
• Correct or Clear an Incorrect Account Balance
• Handling Credit Card Payments
• Securely Manage Credit Card Information
• Credit Receivables Overview

See all 8 articles