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Commercial Invoicing

Creating a commercial customer is quite easy! Follow the steps below to get started on your invoicing setup.

How to Set Up a Commercial Customer

Link commercial sub customers to a parent billing customer so one account pays for all of their orders.

How to Set Up and Invoice Sub Customers

Create commercial customers, pricing tiers, and billing relationships.

Set Up Commercial Customers

To create a new invoice order, follow the steps below!

How to Create a New Invoice Order

Include orders that are still active on an invoice when you need to bill before the order is complete.

How to Invoice Active Orders

Add product sales to a customer invoice by marking the order for invoicing before you generate it.

How to Include Product Sales in an Invoice

Sending an invoice is quite easy! Follow the instructions below to get started.

How to Send an Invoice

Turn on automatic invoice creation and sending for a commercial customer from Commercial Settings in Business Manager.

How to Set Up Automated Invoicing

Change billing details, memo, due date, and included orders on an invoice after it has been created.

How to Edit an Invoice After Creation

Create, automate, edit, and send invoices.

Create & Send Invoices

In this article, you will learn how to collect an Invoice payment.

How to Send and Record Payment for an Invoice

Apply a partial amount or customer credits to an unpaid invoice and leave the rest due for later.

How to Accept Partial Payments on an Invoice

Set a default payout bank account per location, and choose payout routing on an individual invoice when available.

How to Choose Your Payout Account for Invoices

In this article, you will learn the full online invoice payment flow and what the customer sees when they receive an invoice.

How to View and Pay an Invoice (Customer Facing)

Record payments, accept partial payments, and choose where invoice money goes.

Get Paid

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