Client billing and invoices

Click on E-Commerce and choose Invoices. The Invoices table shows all invoices across all payment forms. A row represents one client and one purchase invoice. To find a client/invoice, you can search by invoice number, client name, client email or client mobile phone number.

If you like, you may instead open a Payment form and look at the Respondents table. It displays clients and invoices too but limited to the context of that payment form (i.e. class or event).

Click on a row to open the Client billing dialog. You are present with the client, form answers, purchased items, the invoice, payment(s) and messages relating to this purchase.

The Client billing dialog allows you to perform the following actions:

  • Modify the client name, email and mobile phone number
  • Consult and modify form answers
  • Download the invoice PDF
  • Cancel one or many invoice items and refund the client
  • Make a payment if there is a balance
  • Resend the invoice PDF by email
  • Send an email or text message to the client

Next topic: Resources (locations and staff)

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