What are One-Time Invoices?
One-Time Invoices are time-stamped and itemized documents that you create within the Invoice module of Payment Manager+ web portal to record the transaction between the buyer and seller. It is also another way to request payments from customers.
Step 1
From the Dashboard, select Invoice, and select Manual Invoices.
Step 2
To create a new invoice, select Create Invoice.
Step 3
You will be redirected to Create Invoice page.
Step 4
Under Customer Details, search for an existing customer, or select Add new customer to create a new customer profile.
*If you want to learn how to add a new customer on Invoice creation, click here.
You will get an error in Customer Details if you leave it blank.
Step 5
Now, go to Invoice Items section.
Step 6
Select Add item to add your customer’s invoice items.
Step 7
The Add Item slide-out modal will appear.
Step 8
You can choose to filter by Category and Type and proceed to search for the Invoice item under the selected category/item type.
Selections available on filter and searchable items are for items/services/bundles that have been added on Products and Services module.
NOTE: Selected items will show a blue check mark beside the Item/Service/Bundle name.
*If you wish to learn how to manually add an Invoice Item, click here.
Step 9
Once you have added your customer’s invoice items, click Add Item/s to Invoice button.
NOTE: Adding Adjustments and Attachments on Customer’s Invoice are optional.
*Click to learn how to add Discounts, Upcharge and Tax on Customer's Invoice.
*Click here to learn how to add Attachments on Customer's Invoice.
Step 10
Under Other Options section, adding notes and terms and conditions are optional. But when you enable terms and conditions, you will make this section required. Select up to two (2) Terms and Conditions.
*To add custom fields, click here.
Step 11
Once required fields have been populated, you may select options on the right side depending on what you want to do with the invoice.