Invoicing And Invoice Manager

From your partner's invoice manager, you can manually generate an invoice. Select your date range and whether to generate a monthly invoice. Choose whether to include credits/payments and/or refunds, then click "Create Invoice Data". Click on the invoice number to view the PDF.

The manual generation feature is for one-off invoices. For automated invoicing and delivery on a recurring schedule, configure the Invoice Settings described below.

Enter the email addresses of your choosing. The line will be auto-populated with the Partner account email. To add additional emails, separate by comma. You can also customize the email subject and body text. The body text itself will not contain the invoice – it simply allows you to add additional messaging.

Enable automated invoicing to send invoices at an interval of your choosing. Select whether to include credits/payments and/or refunds. You can also set a discount percentage for invoices sent to this partner.

Select whether your invoicing period is weekly or monthly. Monthly invoices are generated on the first of the month. For weekly invoices, set the Weekly Billing Time (the day and time at which leads are included) and the Weekly Generation Time (when the invoice is generated and emailed).

Once you have generated at least one invoice, a log of all invoice activity appears below the Invoice Settings. Each invoice has its own number – click it to download and view the PDF. You can also delete the invoice, send it, or click Make Payment to record that the partner paid in full.

To create a standard invoicing structure for all partners, go to Settings>System Values>Invoice Manager. From here you can select default settings and optionally update all existing Partners' invoice settings with your defaults.

If you have additional invoicing needs not covered by the standard buildout, simply open a ticket and we can provide a timequote for the custom job. For questions about invoicing, open a live chat or call us at 800-776-5646.