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Create Itemized Invoices

Create detailed invoices with multiple line items in Payment Center.
Use itemized invoices to charge customers for multiple products or services that require detailed billing information.
Note these important considerations when creating an invoice:
  • Choose either invoice-level or line-item level discounts.
  • Choose either invoice-level or line-item level taxes.
  • Mixing levels is not supported.
To create an itemized invoice:
  1. Choose
    Payment Center
    Invoices
    .
  2. Click or tap
    Create Invoice
    .
  3. Enter the customer name and email.
  4. Enter the invoice number.
  5. Add the description, currency, and due date.
  6. Choose
    Itemized
    .
  7. Enter the invoice details.
  8. Add up to 30 line items, including the item name, unit price, and quantity.
  9. Apply discounts or taxes for each item as needed.
  10. Add shipping or duty.
  11. Choose to save as draft or send immediately.

RESULT

Your itemized invoice is created with all line items. If sent, the customer receives an email with a payment link. If saved as draft, the invoice remains editable until sent.
Invoices remain editable until paid or canceled. Draft invoices are not visible to customers.
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