# Invoices An invoice is a formal document that requests payment for goods or services provided. You can create invoices on the Finix Dashboard. ## Invoices vs. Payment Links **Invoices** are tied to a specific buyer and include a unique invoice number, itemized details, and a due date. They are formal documents suitable for business transactions and tax records. Invoices can be paid in full or in installments. [Payment Links](/guides/online-payments/low-code-no-code/payment-links), on the other hand, can be used by anyone with the link, must be paid in full, and cannnot be carried over or paid in installments. ## Creating an Invoice To create an invoice: 1. On the dashboard, expand **Payment Tools** in the left navigation and click **Invoices**. 2. From the **Invoices** list page, click **Create Invoice**. - The Invoice creation form displays along with a live preview. The live preview shows you what the invoice will look like to the buyer. It updates as you fill out the invoice creation form. 3. Complete the invoice creation form with the sections described below. ## Invoice Creation Form Sections ### Basic Invoice Information This section captures the foundational details of your invoice: - **Invoice Name** (internal use only) - A label to help you identify the invoice in your records. - **Invoice Date** - The date the invoice was issued. Automatically set to today's date but can be customized. - **Due Date** - When payment is expected; you can select a preset number of days or enter a custom date. Basic Invoice Information ### Buyer Information Specify who the invoice is for: - **Select or Create Buyer** - Choose an existing buyer from your records or add a new one. - **Buyer Details** - Name, email, phone, and billing address. - **Buyer Type** - Indicate whether the buyer is an individual or business. You can edit the buyer information by clicking the Pencil icon. ### Delivery Options Control how the invoice reaches your buyer: - **Email Invoice** - Automatically send the invoice to the buyer's email address. - **Additional Recipients** - Send to multiple email addresses by separating them with enter, space, or tab. - **Manual Delivery** - Send the invoice later through the dashboard by [sharing a link directly](#share-link). ### Line Items Define what you're invoicing for. Add one or more items, each with: - **Product/Service Name** - What you're charging for. - **Unit Price** - Cost per unit. - **Quantity** - How many units (optional). - **Optional Details** - Item description, per-unit discount, and item code for your records. You can add multiple items by clicking **Add another item**. Line Items ### Transaction Options Fine-tune the invoice total with: - **Additional Discount** - A discount applied to the entire invoice amount. - **Shipping Amount** - Delivery costs. - **Sales Tax** - Tax amount for the transaction. - **Terms of Service URL** - Link to your terms displayed on the payment page. Transaction Options ### Payment Options Determine how your buyer can pay: - **Allowed Payment Methods** - Select which payment options to accept (credit/debit card, Apple Pay, Google Pay). - **Partial Payments** - Allow buyers to pay in multiple installments instead of the full amount at once. Payment Options ### Additional Invoice Details Customize the invoice document with: - **Shipping Address** - Where physical goods should be delivered, if applicable. - **Custom Fields** - Add fields like account number or project ID that appear on the invoice. - **Footer/Memo** - Include a personal message, payment terms, or additional instructions at the bottom of the invoice. Additional Invoice Details ### Notification Options Control post-payment communications: - **Payment Confirmation Email** - Automatically send the buyer a receipt after each payment Notification Options ### Custom Branding You can personalize both the invoice and payment page. The invoice will only show your logo, while the payment page will display your logo and any other brand settings you choose. - **Log URL** - Provide a link to your company logo. - **Brand Color** - Customize the header background color. - **Accent Color** - Customize the payment button background color. - **Button Text Color** - Customize the payment button text color. - **Redirect URLs** - Specify where buyers are sent after successful payment, failed payment, or session expiration. Custom Branding ## Creating and Sending the Invoice Once you've completed all sections, click **Create and Send Invoice**. The invoice will be created and delivered according to your delivery options. Create and Send Invoice You'll see a confirmation message, and you can then view the [invoice details page](#invoice-details-page). ## Sharing and Paying Invoices ### Sending to Buyers The invoice is automatically sent to the email address(es) you specified during creation. You can also [share an invoice link manually](#share-link). ### Invoice Payment Page When a buyer clicks the invoice link, they're taken to the payment page where they can: - Review the invoice details and itemized breakdown - Enter their billing information - Select a payment method - Pay the full amount or a partial payment (if enabled) Invoice Payment Page Buyers will see a confirmation message upon successful payment ## Invoice Details Page After creating an invoice, you can view and manage it from the invoice details page. This page provides a comprehensive overview and several management options. ### Overview Tab The overview displays: - **Invoice Summary** - Key details like buyer name, invoice amount, due date, and current state (Open, Paid, Overdue, etc.) - **Invoice Preview** - A visual representation of the invoice as it appears to the buyer, showing all items, adjustments, and totals - **Configuration Details** - Payment methods accepted, partial payment settings, and creation date Invoice Details Page ### Share Link Click **Share Link** to access multiple sharing options: - **Copy Link** - Copy the invoice URL to share manually. - **QR Code** - Generate a scannable QR code. - **Email** - Send the invoice link via email. - **Text** - Share via SMS or messaging apps. Invoice Details Page Share Link ### Link Sharing History Tab View a record of all invoice shares, including: - **Recipient** - Who the invoice was sent to. - **Delivery Method** - How it was sent (email, link, etc.). - **Shared On** - Date and time of the share. - **Status** - Whether the delivery succeeded or failed. Invoice Details Page Link Sharing History Tab ### Payment Attempts Tab Track all payment activity on the invoice: - **Filter by Status** - View all attempts or filter by Succeeded, Failed, Pending, or Canceled. - **Payment Details** - See when each payment was attempted, who made it, the amount, and the payment method used. - **Payment Instrument Info** - Masked card number, card type, and brand. - **Export** - Download payment attempt data for your records. Invoice Details Page Payment Attempts Tab ### Additional Options Click the three-dot menu to access additional actions for the invoice. To download the invoice as a PDF, and select **Download PDF**. Invoice Details Page Options Menu