Invoicing Automation

Schedule invoices to be sent automatically to your customers with a link to Pay Now.

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Automatically Send Invoice Email

Automated emails are sent daily at 5am Local Time (Timezone is set in Settings > Locale)

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Enable a Credit Card Method of Payment

There must be at least one Credit Card Payment Method enabled, such as Stripe, Authorize.net, PayPal Express or PayPal Pro in Settings -> Payment Methods.

Add an Invoicing Automation Rule

In your Control Panel, go to Orders -> Settings ->Invoice Automation. Here you will have the option to add rules to send bills automatically.

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Configure a Rule

Send Invoice Immediately

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Send Invoice Immediately will give you the option to send at the time the Order is Placed, Shipped or Due.

When Order Is PlacedAn invoice with a link to pay will be emailed to the Customer at the time the Order is submitted.
When Order Is ShippedAn invoice with a link to pay will be emailed to the Customer at the time the Order is shipped.
When Order is DueAn invoice with a link to pay will be emailed to the Customer at the time the Order payment is due. This setting is for Net Terms only.
Order Payment MethodOrders with the selected Payment Methods will have Automated Invoicing applied. Orders that have Payment Methods not selected, will not receive Automated Invoicing emails. When Order is Due will not have a Payment Method Selection.

Send Bill Later

Send Invoice Later will give you the option to send at a selected number of days After the Order is Placed, Shipped or Due. Or a selected number of days Before the Order is Due.

After the Order Is PlacedSelect the number of days to Send Invoice with a link to Pay Now, After the Order Is Placed.
After the Order Is ShippedSelect the number of days to Send Invoice with a link to Pay Now, After the Order Is Shipped.
After the Order Is DueSelect the number of days to Send Invoice with a link to Pay Now, After the Order Is Due. This setting is for Net Terms Orders Only.
Before the Order Is DueSelect the number of days to Send Invoice with a link to Pay Now, Before the Order Is Due. This setting is for Net Terms Orders Only.
Order Payment MethodOrders with the selected Payment Methods will have Automated Invoicing applied. Orders that have Payment Methods not selected, will not receive Automated Invoicing emails. When Order is Due will not have a Payment Method Selection.

Add a Message

Add a message to the email your customers receive to Pay Now.

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Pay Now

Your Customers will have a link to Pay Now using the Credit Card Payment Method(s) you have enabled for their Account.

Net Terms Orders

Orders with Net Terms as the Payment Method will display the Due Date on the Automated Bill email.