Creating Invoices
There are several ways to make sure you are getting paid, from installment, partial, group, and time & material invoices to charging for late fees. Get your billing done easily and on time.
Create invoices with your own invoice templates
Set up payment terms for each customer
Automatically have the system create invoices based on scheduled dates
Make installment schedules for customer orders
The Invoicing system can function differently for each customer based on system configurations. Here are all the configurations you may want to review before using the system. All of our help documents will give you an overview of how the system works, but you may need to consult support for specific workflow issues based on your configurations and can use our guided walkthroughs for step-by-step direction.
If your customers don’t want to get an invoice that includes line items for multiple orders, you can choose to group your invoices by order id.
By default, you can create invoices that include line items for multiple orders. For example, I am creating invoices for all the open invoices for an advertiser. Some of the line items are going to be billed to an agency. When I click on invoice selected items, the system will group the line items based on the billing company.
But, if I want to make sure to invoice customers for each order, I can enable the group invoice configuration, and the system will prevent me from mixing orders on an invoice. I can still use master invoices, but I can’t have two orders on the same invoice. If I invoice the same selected items as above with the configuration enabled, I will see all of my invoices are grouped by order, not just by billing company.
We recommend setting up the following items before you start creating invoices.