Create an invoice, send it, and see whether it is still pending or paid.
Who can use this. The Invoices menu requires invoices.index, or super admin. Creating one requires invoices.store, or super admin.
Before you start. You need the customer, the amount, and whether tax or surcharge should be included. Enable Tax applies the configured percent to the subtotal. The tax tooltip says tax is calculated on the subtotal before surcharge. Enable Surcharge passes card fees to the customer only when you turn that on. This article does not state your rate.
Steps
- Open Invoices.
- Choose Create Invoice.
- Select a customer. You can search by name or email.
- Enter the amount, invoice number, description, and due date.
- Set Enable 3D Secure and Enable Fraud Prevention if those business options are on and you want them for this invoice.
- Save, then use Send Invoice when you want the customer email. The customer notification is invoice created.
- Filter the list by Status Pending, Paid, or Refunded, by date, or by customer.
| What you see | Meaning | What happens next |
|---|---|---|
| Pending | The filter value for an invoice that is not paid. | The customer still needs to pay. |
| Paid | The invoice was paid. | Open Transaction History if you need the card result. |
| Refunded | The invoice is marked refunded. | The card refund is still the transaction of type Refund. |
| Send Invoice | Emails the invoice to the customer. | Does not mark it paid. |
| Enable Tax | Adds the business tax percent on the subtotal. | It does not file a tax return. |
| Enable Surcharge | Adds a surcharge for the customer when the business allows it. | The help centre does not publish the percent. Read the amount on the invoice itself. |
After you save or submit. The customer pays from the invoice. You will see Paid when that payment completes. A pending invoice has not been paid.
Example. Example only: Example Cafe creates an invoice for 80.00 for fictional customer Morgan Lee, sends it, and leaves the status Pending. After Morgan pays, the filter Paid shows the invoice, and Transaction History shows an APPROVAL. The unpaid copy was not a payment.
Troubleshooting
- The customer cannot open the email. Use the invoice in the dashboard to confirm it is still Pending, then resend. A missing email is not a decline.
- You need a schedule. Use Recurring Payments. An invoice send is not the subscription schedule.
- You need a refund. Refund the approved transaction. The invoice status follows that refund when the payment is refunded.
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