Skip to main content
Invoices

Invoice generation and steps involved in editing, emailing and downloading the invoice information

Sam avatar
Written by Sam
Updated over a week ago

Where do invoices get added?

Once a successful sale is made, an invoice will be generated automatically and added to the payments tab of the landing page/Funnels.

How to Edit Invoice Information:

1. Select an invoice that needs to be edited by pressing the Invoice ID.

2. This will open a detailed view of that invoice.

3. On the right-hand side of both Customer info and Address, there is a button named “Update Info”.

4. When you click 'Update info, it will allow you to modify the Invoice information.

Here is a short video tutorial regarding this process. Please take a look at it.

How to download an Invoice:

  1. First, click on the Invoice ID.

  2. This will open a detailed view of that invoice.

  3. Press the invoice download button and the invoice will get downloaded as a PDF.


How to send a copy of the Invoice to your email:

1. First, click on the Invoice ID.

2. This will open a detailed view of that invoice.

3. Click on the Three dots icon adjacent to the Invoice download button.

Once you click on the Three-Dots icon, you will see a drop-down menu.

In that menu, select "email invoice". That is all.

Did this answer your question?