Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **17 STEPS
1. Click Create Invoice
2. Enter the Invoice Number.
3. Select a Due Date.
4. Enter the name of the business or individual in the field Invoice To
5. Optional Field: if you are invoicing a business you may wish to also include a Contact Name
6. Optional Field: if you wish to include information that will only be viewable to your internal agents you may do so in this box Internal Note
7. Optional Field: If you wish to provide additional information to the payer regarding their invoice you may use this box labeled Customer Note
8. Enter the Amount
9. Click Send Payment Link
10. Select Email
11. Enter the Email Subject
12. Enter the Payer's Email
13. Click Select payment link
14. Select the Payment link type.
Most cases will choose the "Simple" link for a one-time payments.
If setting up recurring payments, see training for "How to Create Payment Plan" if electing this functionality.
15. Click Create Link
16. DO NOT EDIT THIS TEXT BOX:
The text data in this box will automatically generate based on the details provided in the previous Create Payment Request Page.
17. Click Send