Invoices

Invoice Overview

• Invoice Overview
• Invoice: Details Tab
• Invoice: Shipping/Delivery Tab
• Invoice: Product Order Tab
• Invoice: Sales Summary Tab

General

• Create a New Invoice
• Email an Invoice
• Print or PDF an Invoice
• Handle Miscellaneous or One-time Purchase
• Edit an Invoice
• Invoicing a Class or Double Facial
• See all 9 articles

Discounts, Sales Tax, & Shipping

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

Account Balances & Payments

• Email a Direct Payment Link
• Handle and Process Customer Payments
• Correct an Account Balance
• Handling Credit Card Payments
• Add or Update a Customer Payment Method
• Credit Receivables Overview
• See all 8 articles

Invoice Log

• Invoice Log Overview
• Customize the Invoice Log
• Filter Invoices by Date Range
• Print an Invoice Report for a Specific Contact
• Filter Invoices by Invoice Type
• Filter Invoices by Discount Type
• See all 8 articles

Direct Ship Sales

• Create a Direct Ship / My Shop Invoice
• Edit a Direct Ship Invoice

Other Income

• Selling a Gift Certificate for Less than the Redemption Amount
• Handling Gift Certificates/Vouchers
• Tracking Commissions & Income from Additional Sources