Invoices and Receipts

Order Invoices serve two purposes in Infusionsoft: they are used to request payment for unpaid orders and are sent as a receipt for paid orders. There are two options for invoices and receipts: Enable Payment Collection Invoice & Receipt is the most modern and easy to use invoice & receipt system. Legacy invoice & receipt can be used for specific situations as described below.

Note that when you choose Enable Payments Invoice & Receipt, you can no longer use legacy custom invoices!

Enable Payment Collection Invoice & ReceiptLegacy  Invoice & Receipt
Can pay onlineCannot pay online
No CustomizationCan Customize Template (drag and drop & Custom coding)
View an example and set it upView an example and set it up

Table of Contents:

Order Invoices are emailed when:

  • The "Email the invoice to the customer upon successful payment" is checked at the bottom of a Order Record.



  • The "Email receipts/invoices upon successful payment?" through E-Commerce > Settings > Orders is checked.




  • You can also manually send an invoice when a customer requests it or if you are not automatically sending invoices upon successful payments.

Order Receipts are emailed automatically when:

Order Receipts are sent only when a purchase is made through a Shopping Cart or Order Form. Also, a manual payments made through an Invoice is considered an Order Form and will trigger the receipt.  Click HERE to find out more about receipts sent when Payments by invoice is enabled.

  • The Receipts is checked through E-Commerce > E-Commerce Setup > Payment Options > Receipts.


  • The "Email receipts/invoices upon successful payment?" through E-Commerce > Settings > Orders is checked.

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