Using Invoicing

The Invoicing tool enables you to request payment from customers by sending them an invoice. Customers receive the invoice by email and click a link to view the invoice on Authorize.Net's website. The Invoice email sent to your customer is pre-populated with information that you enter when you create the invoice using this page. Using the invoice, the customer can pay with their credit card or bank account (if you have eCheck enabled for your account) using our hosted payment form.

Creating an Invoice

Click the + Create Invoice link and enter the following information.

Field Name	Description
Bill To	Name of the customer.
Email	Email address of the customer.
Invoice Number	Number of this invoice. You can use any numbering system that you want, or if you leave it blank, we will create a number for you.
Due Date	Date that the payment is due.
Description	A description of the invoice.
Item ID	The identification number of the item. You can use any numbering system that you want.
Item Name	Name of the item.
Quantity	Number of items that the customer has bought.
Price (USD)	Price for a single item.
Discount	Discount percentage, if any.
Shipping	Total shipping cost for the invoice. If there is tax on the shipping charge, check the Tax on Shipping box.
Tax	Tax rate percentage.

Click + Add Item to add more items, up to a maximum of 30 items.

To allow your customer to provide a partial payment, check the box next to Allow Partial Payments and enter a minimum payment amount.

Finishing the Invoice

To save your progress on the invoice without sending it to the customer, click the Save As Draft button.

To send the invoice to the customer, click Send.

When the invoice is created, you are returned to the Invoicing page and your invoice is shown in the table of your invoices. If the invoice has been saved but not sent, you can click Send or Cancel in the Action column of table of your invoices.

Filtering the List of Invoices by Status

Step 1. Select Status form the left drop-down menu on the Invoicing page.

Step 2. In the right drop-down menu, you can select one of the following statuses:

All Invoices
Draft
Sent
Partial
Paid
Canceled

Step 3. To select and display an invoice, click its invoice number.

Searching for an Invoice by Number

Step 1. Select Invoice Number from the drop-down menu on the Invoicing page.

Step 2. In the search box, enter the exact invoice number and click the magnifying glass icon.

Step 3. To select an invoice, click its invoice number.

Editing an Invoice

To edit the invoice, click the invoice number to display it and then click the Edit button. Before editing consider the following points.

Only invoices in Sent or Draft status can be edited.
Paid or Partial invoices cannot be edited.
You can edit all fields except invoice number.
If you edit the Email field, a new email is sent to the new address with a new payment link. The old payment link is automatically cancelled.
Saving an invoice does not automatically send it. Choose Save and Resend to save the new invoice and send a new email.

Adjusting the Invoice Settings

To adjust the "look and feel" of your invoices, click the Settings link in the upper-right hand of the invoice. The Invoice Setting page contains an example of an invoice on the left side, and adjustable settings on the right. As you adjust the settings, they are added to the example so that you can visually review them. The following settings are supported:

Business Logo - Click Choose Logo to upload an image file. The logo appears on the left side of the invoice header. The supported file types are PNG, JPEG, and GIF. The image must be at least 125 pixels but less than 1 MB.

Business Display Name

Background Color - use HTML color hex values such as #112233.

Font Color - use HTML color hex values such as #112233.

Email message - This message replaces the line "Thank you for your business." 200 character maximum. The rest of the email body cannot be changed.

Other Settings

By default, email reminders are sent to customers with unpaid invoices 5 days before and 1 day before the due date. You can opt out by unchecking the box in this section.