Use Invoices for an itemized payment request. Confirm the customer, amount owed, and enabled payment methods before starting.
Build the invoice
- Open Invoices → + New invoice.
- Fill Customer name and Customer email. Add Customer phone when needed for an enabled follow-up workflow.
- Enter Invoice # and Due date if appropriate; these fields are optional.
- Enter each line's Description, Qty, and Price. Use + Add line for more items.
- Review Tax rate % and Memo. Invoices use their own tax field, even when terminal tax settings exist.
- Under Payment options, choose supported methods such as Accept card and Accept eCheck. Review Let customer save method and any card service-fee choice.
- Check Total and the preview. If a service fee is described as being added at checkout, distinguish it from the invoice subtotal.
- Save with the available invoice action. Confirm the invoice appears with the expected status.
Check before sending
Saving a draft is not sending a request or receiving payment. See invoice follow-up for delivery and status. If submission reports an error, inspect the list before creating a duplicate.
In the demo, the button is Save demo draft. Email the invoice now is disabled, and saving creates an in-memory sample. Demo draft arithmetic is simplified; use it to practice the form, not validate tax or checkout calculations.