![]() ![]() You can also look for successful, or failed transactions related to invoices. You can directly open the invoices as well. Invoices can also be found in the Transaction tab. Step 2: You can filter the invoices by status and date range as well Step 1: Go to the Invoices tab where you will see the list of invoices and their statuses. Step 2: You can send the invoice through email and text as you want and also you can send that on test mode as well.Ĭlick on the advanced option to switch to the live and test mode. Step 1: Once you create the invoice now you can send that to your client using the green button on top right corner. You can add a discount to this invoice by clicking on the " add discount" icon Step 5: Once you will add the product it will allow you to edit the price edit quantity as well Step 4: Click add an item to add the products that you have created on your products tab Step 3: Then you can add the client and edit the Invoice number, Issue, and Due dates. Step 2: You can change the image by clicking on it, this will open up the media library where you may choose or upload a new image from there. Step 1: Edit the “from info” by just clicking on the text and it will allow you to edit that information. Note: Add Global terms of services/ notes by clicking on the gear wheel icon (orange arrow) next to the "+ New" button Go to the Payments tab and click on the invoice tabĬlick on the button "New" and start creating a new invoice. Limitation to using invoicing without Stripe Connect is that the user will need to manually record the payments Please Note: If you are using invoicing without Stripe Connect please see this guide - Using invoices for recording manual payments without Stripe Connect You can now send invoices to your customers/clients using the products that you have created in your sub-account. ![]() How we can improve invoices: Feedback Form How to edit your invoice info How to add taxes to your invoice How to add a discount to your invoice How to send an invoice How to check the status of your invoices Invoices can also be found in the Transaction tab. In this article we will cover how to create, edit, discount, add taxes and send your invoice(s)Ĭovered in this Article: Overview How to create a new invoice. You can easily create invoices from within the system. ![]() (You can optionally add an email address and additional details.) Click Save customer. Select Add new customer and enter the customer’s name. To delete a draft invoice, click the overflow menu () next to an invoice on the Invoices page. Whenever you exit the Invoice Editor, Stripe saves a draft. It helps you keep track of your expenses, and it also allows you to get paid for the work that you do. In the Dashboard, click Create Invoice or press N. Invoicing is a very important part of any business. Modified on: Wed, 3 May, 2023 at 10:11 AM Solution home Payments Payments How to create invoices in HighLevel ![]()
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