How do I create a new invoice?

You can make new invoices from scratch or create invoice templates, which can be used time and again for commonly-invoiced items or sessions. Either way, it's easy to create a brand-new client invoice!

Learn how to:

Create an invoice from scratch

Create an invoice from an existing template

Preview an invoice

Please note that when using ShootProof Payments as your payment gateway, the 2.9% + $0.30 transaction fee applies to client payments. Studios using Braintree or PayPal Pro* are also able to invoice their clients through ShootProof and may incur transaction fees from those respective companies.

*Studios using PayPal Standard as their payment gateway, unfortunately, cannot accept online payments through Invoices.

Create an invoice from scratch

1. Go to Commerce > Invoices and click New Invoice
   
   
2. Select the With a brand new invoice 
   
   
3. Choose the Accepted Payment Methods, Language, Logo, and optionally set an Email Campaign
   
   
   
4. Link a Contact to the invoice by clicking the blue Add Linked Contact button
   
   
5. Set an Issue Date and Final Due Date
   • The Issue Date is when you'll send the invoice to your client
   • The Final Due Date is the date when the entire invoice must be paid in full
6. Add line items by clicking the Add Items button
   • Give the item a name
   • Optionally add a description
   • Set a price
   • Mark the item as Taxable if applicable
   • Save this line item by checking next to Save this line item for later
7. Optionally add discounts 
   
   
8. Set up payment installments if you want clients to pay gradually
   
   
9. Once you're done, click Save Invoice
   
   
10. Click Email Client to send the invoice to them

Create an invoice from an existing template

1. Go to Commerce > Invoices and click New Invoice
   
   
2. Select With a template you’ve saved and choose the template you’d like to use
   
   
3. Choose the Accepted Payment Methods, Language, Logo, and optionally set an Email Campaign
4. Link a Contact to the invoice by clicking the blue Add Linked Contact button
5. Set an Issue Date and Final Due Date
   • The Issue Date is when you'll send the invoice to your client
   • The Final Due Date is the date when the entire invoice must be paid in full
6. Optionally, set up payment installments for the invoice
   
   
7. Once you're done, click Save Invoice
   
   
8. Click Email Client to send the invoice to them

Preview an invoice

Once it’s been saved, you can click on Preview Invoice to see what your client will see when you send the invoice to them.

You can even click on the buttons on this preview page to get a better feel of your client’s user

experience. 

Choose Make a Payment to see how your client pays the first installment. If you have set up multiple installments, your client can also choose to enroll in AutoPay, which will automatically charge their credit card whenever an upcoming payment is due. That way, you don’t have to worry about reminding them of the payment and they don’t have to worry about remembering it! And don’t worry - your client can always stop AutoPay and remove their credit card information on file, at any time.