• From your Merchant Web Dashboard, navigate to the Invoice tab.
• Click the Add New Invoice button.
• Select the Customer Name fieldand either search within your existing list of saved customer names or create a new customer.
  • For an existing customer with an email on file, that email will populate automatically.
  • If entering in a new customer’s name, add that customer’s email.
  • Any new customer name and email will be saved to the Customers records.
• In creating an invoice, there are required and optional fields:
  
• Once the invoice details have been entered correctly, click Send Invoice

• Go to the Invoice Tab on your Merchant Web Dashboard
• Use the search option to search for the Invoice using:
  • Invoice number
  • Customer name
• To filter on date range, click on the filter button, then click on the date field and choose an
  appropriate date range from the calendar picker
  
• To filter on date range, click on the filter button, then click on the date field and choose an appropriate date range from the calendar picker. To filter by status, check the box next to the relevant filter(s).
  Note: Past Due invoices are technically also Unpaid invoices and will show up when filtering on Unpaid.
• 

1. From the Invoices tab on your Merchant Web Dashboard, you can resend any invoice.
2. Click into the invoice you would like to resend and click the Resend Invoice button in the top right-hand corner.
3. Next, enter the email address you would like to send the invoice to (the previously used email is auto-populate for convenience). Additionally, you can choose to send yourself a copy.
4. To complete the process, click the Send Invoice button.

1. From the Invoices tab on your Merchant Web Dashboard, you can void any invoice.
2. To void an invoice, go to the invoice details page and click the Void Invoice button in the upper right hand corner.
3. Voiding an invoice make it no longer payable by a cardholder and cannot be undone

You can customize the look of your invoices under Account Settings on your Merchant Web Dashboard.

In Account Settings, select the Invoices tab to customize the color, add a logo or customize the footer text. These changes will immediately update all invoices past and future when updating settings.

To upload an image, click the Upload Image button, and select an image file. The maximum file size is 500kb. For dimensions, 400x60 pixels is optimal, but if the file is larger than this, it will be resized automatically to make it fit. To complete the process, click Update Settings

Do I need to do anything to enable the Invoices feature?

Invoices will be automatically enabled for all Merchant accounts on March 5.

Will there be a confirmation that the invoice has successfully been delivered to my customers inbox?

In the event that an invoice is unable to be delivered, the invoice status will update to say “Undeliverable.”

Where can I see the last time an invoice was sent to my customer?

You can check the last time an invoice was sent to your customer on the main Invoices tab in your Merchant Web Dashboard under ‘Date Sent’.

Can my customers pay invoices from their mobile phone?

Yes, all invoices can be paid from almost any mobile browser.

Is there a section in the invoice to write a note?

Yes, when creating a new invoice you can add notes where you see + Add Note at the bottom left hand side of the page.

Can I edit an invoice after it’s been sent to my customer?

No, an invoice cannot be edited once it has been sent. In the event an invoice is no longer accurate, the best course of action is to void that invoice and create a new one.

If I add an item to my invoice that is not currently in my catalog, will it auto create a new catalog item for me?

No, entering a new item in invoices will not create a new item in your catalog. To invoice on the same item multiple times, add the item to your catalog and it will become a drop down option for you when you create an invoice.

Can I customize the look of my invoice?

Yes, you can add your company logo, or any picture, and change the color of your invoice in the Account Settings on your Merchant Web Dashboard.

Do invoices show up in my transaction history?

Yes, paid invoices will show in your Transaction History and identified ‘Invoices’ in the transaction method.

How will I know my customer has paid their invoice?

An invoice paid directly from SwipeSimple will show a Status of “Paid” under the Invoices tab in your Merchant Web Dashboard. If your customer has paid for the invoice via check or cash - you can auto change the Status to “Marked as Paid”.

Will I receive a notification that my customer has paid their invoice?

You will not be automatically alerted when an invoice has been paid. You can check the status of payment on the Merchant Web Dashboard under Invoices under ‘Status’.

Will my customer get an email if their invoice is overdue?

No, your customer will not get an auto email once their invoice becomes overdue. You can resend the invoice by clicking into the invoice on your Merchant Web Dashboard and clicking “Resend Invoice” on the upper right hand side of the page.

Will my customer be able to see that they’ve paid the invoice?

Yes, once Paid the customer will see a ‘Paid’ stamp on their invoice.

If I’m invoicing a new customer, will their information be saved for future use?

If you are invoicing a customer for the first time SwipeSimple will save their information. If the customer is already on file, the invoice will tie to their existing profile.

Can I send my customer an invoice on my SwipeSimple App?

At this time, Invoices can only be sent via the Merchant Web Dashboard.

How can I discount the entire Invoice?

At this time, discounting the full Invoice amount is not a feature.

Can I offer an early - pay discount for a customers invoice?

Not at this time.

Does the email generated include a PDF of the invoice?

No, the customer will get a web page with the invoice and a payment link to pay that invoice. A PDF is not created

How does selecting items impact my inventory counts?

If you track inventory through SwipeSimple, the quantity sold of that item through your Invoice, will deduct from your item catalog.

What if my customer says they did not get the invoice?

If your customer has not received their invoice, check the status page on the Invoices tab of your Merchant Web Dashboard to confirm successful delivery.

Where can I find the secure payment link?

The payment link can be found on the invoice details page by cl icking on the hyperlink of the Invoice Number.

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