Setup Payment Collection Invoice

Enable payment collection on Invoices

The invoices will work with all order types: online orders, unpaid orders, or manual orders. To enable this feature:

1. Go to E-Commerce > Settings
   
    
2. Search Quotes & Invoices
   
    

3. Under the Invoice section make sure "Yes" is selected under "Enable payment collection on invoices.
   
   
    

   Pro-Tip! Invoice templates are mobile responsive, meaning they will maintain a professional look on all devices - like phones and tablets.

Invoice - Default Fields

There are options available that will allow you to save default fields for Invoices and Receipts.

You can create and save:

• Default "From" Email Address
• Default Email Subject
• Default Email Body
• Default Email Closing
• Terms & Conditions

Invoice - Tax Settings

Available Business Number tax type options:

• ABN
• BN
• EIN
• VAT

Invoice Title and Tax Label will automatically update based on your selected Business Number tax type. However, these fields are editable so you can customize to your specifications as needed.

Legal Requirements for Reference:

• Austraila / New Zealand
• United Kingdom
• Canada
• US

Receipts

There are a couple settings that will trigger a Receipt when a purchase is made. When an order is paid for through an invoice a receipt can be sent confirming payment. 

1. Go to E-Commerce > Settings 
   
    
2. Search Order
   
   
    
3.  Check Yes next to "Email receipts/invoices upon successful payment?"
   
    
4. This will then send this Receipt when a payment is made through an Invoice.
   
5.