Create an Invoice

After you've set up your Billing and Invoicing payment page and emails (see Set up Converge Billing and Invoicing), you're ready to send your first invoice. 

1. Select Invoices & Quotes. Then, click New Invoice.            

2. Complete the New Invoice form. Scroll down to complete each section. Fields marked with a red asterisk are required. First, you must add a product or service to the invoice. If you have a product or service already created, then simply search for it. Otherwise, select Add Product.             

3. Use the Search Customers feature to locate customers you’ve added to your Customer Manager. Using this feature is optional. You can also manually enter the customer information if you prefer.

 
4. After your form is complete, click Preview to see the invoice that will be generated. If the invoice is correct, click Send Invoice.                   

An email will be sent to your customer immediately with a PDF copy of the invoice attached for their convenience. Your customer can click on the Pay Invoice button in the email to be routed to the authentication page.

To see the whole process in action, check out this video here.