How to create invoices in Phalera

How to create invoices in Phalera

Modified on: Mon, 12 Sep, 2022 at 1:55 PM

Table of Contents

How to create a new invoice

How to edit your invoice info

How to add taxes to your invoice

How to add a discount to your invoice

How to send your invoice

How to check the status of your invoices

Invoices can also be found in the Transaction tab.


Overview

You can now send invoices to your customers/clients using the products that you have created in your sub-account.

Please Note:

Invoices are only supported with Stripe Connect


How to create a new invoice.

  1. Go to the Payments tab and click on the invoice tab
  2. Click on the button “New” and start creating a new invoice.


Note:
Add Global terms of services/ notes by clicking on the gear wheel icon (orange arrow) next to the “+ New” button

How to edit your invoice info

Step 1: Edit the “from info” by just clicking on the text and it will allow you to edit that information.

Step 2: You can change the image by clicking on it, this will open up the media library where you may choose or upload a new image from there.

Step 3: Then you can add the client and edit the Invoice number, Issue, and Due dates.


 

Step 4: Click add an item to add the products that you have created on your products tab

 

Step 5: Once you will add the product it will allow you to edit the price edit quantity as well 

How to add taxes to your invoice

Step1: Click on Tax Settings…


 

Step 2: Click on Add Tax

 

Click on Add Tax

Step 3: Click on Add Tax

  1. Add the name of the Tax
  2. Add rate in %
  3. Add a description or Tax id number

 

 

How to add a discount to your invoice

You can add a discount to this invoice by clicking on the “add discount” icon

 

How to send your invoice

Step 1: Once you create the invoice now you can send that to your client using the green button on top right corner.
 


 

Step 2: You can send the invoice through email and text as you want and also you can send that on test mode as well.

Click on the advance option to switch the live and test mode.

How to check the status of your invoices

Step 1: Go to the Invoices tab where you will see the list of invoices and their statuses.

Step 2: You can filter the invoices by status and date range as well


 

Invoices can also be found in the Transaction tab.

You can also look for successful, or failed transactions related to invoices. You can directly open the invoices as well.

Payments > Transactions


 

Notes:

The transaction tab is only available in the new UI

 

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