How to Generate an Invoice Link

How to generate and share an invoice link

1. Open Charge.
2. Enter the Amount, then tap Pay-by-link.
3. On Payer, tap a payer, or tap Skip. To add one, tap the person-add icon. The screen is Create New Payer. Fill in Payer Type, Payer Nickname, Email, Phone Number, and Country / Region, then tap Confirm.
4. The form is Sales Invoice Link. If pre-authorization is enabled, choose Sales Invoice Link or Pre-auth Invoice Link under Invoice Type.
5. If you tapped Skip, fill in Payer's Name, Payer's Email, and Payer's Phone Number. Then fill in Due Date and Reference Number.
6. Tap Generate Sales Invoice Link, or Generate Pre-auth Invoice Link.
7. On Link, tap the share icon to share it, or the copy icon. The app shows Link copied. Tap Done to close.

You can also open Activity, then Pending Invoices, tap View All, tap New Invoice, enter the amount, tap Next, and continue from Payer.

How to send the invoice by email

1. Tap Send Email.
2. On Email Payment Link, add the addresses.
3. Tap Send. The app shows Payment link emailed successfully.

How to check the payment

1. Open Charge, then Activity. Open the invoice under Pending Invoices.
2. Tap …. The sheet is Action. Choose Void Payment, Refund Payment, or Share PDF Invoice.
3. For an open pre-authorization, tap Capture Pre-Auth, then Confirm. The app shows Capture submitted. In Payment History, the tag is Pre-Auth Completed.