Support Services

Engage Live Agent Assist: How to Create and Send Invoice via Email

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **


1. Click Create Invoice

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2. Enter the Invoice Number.

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3. Select a Due Date.

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4. Enter the name of the business or individual in the field Invoice To

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5. Optional Field: if you are invoicing a business you may wish to also include a Contact Name

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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

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7. Optional Field: If you wish to provide additional information to the payer regarding their invoice you may use this box labeled Customer Note

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8. Enter the Amount

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9. Click Send Payment Link

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10. Select Email

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11. Enter the Email Subject

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12. Enter the Payer's Email

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13. Click Select payment link

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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.

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15. Click Create Link

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The text data in this box will automatically generate based on the details provided in the previous Create Payment Request Page.

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17. Click Send

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