FAQ

  • What is Invoice Maker?

    Welcome to Invoice Maker! If you are a current business owner or just getting started while pursuing your passion, we’re here to help you keep your accounting processes on track.

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    We make it easy for you to bill and get paid by your clients. Our custom dashboard quickly shows you what invoices you’ve sent, who owes you money, and what payments you’ve collected, allowing you to spend more time on the things that matter.

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    Invoice Maker offers an option to integrate with a simple credit card processing platform that makes it seamless for your customers to make safe and secure payments directly through our app or online. You even have the ability to request and accept payments via Venmo and CashApp.

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  • What Does Invoice Maker Cost?

    Invoice Maker's goal is to provide the most customizable, user-friendly platform to ensure you get paid for the goods and services you provide. Our dashboard allows you to customize, save, send, and track your invoices, all in one place, to easily manage your business' accounting. 

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    Upon registering your Invoice Maker account, you will have a FREE 30-day registration period that grants you unlimited access to all of our platform's services and functionality. 

    There is no commitment or billing information required to become a Registered Guest.

    • Unlimited Saved for 30 days for $0
      • Invoices
      • Clients
      • Products
      • Services
      • Taxes
      • PDFs
    • Unlimited Access to 
      • Credit Card Payments
      • Venmo Links
      • Cash App links

    Following the initial 30-day registration period, you will be prompted to become an active Member, and your account will be subject to entering billing information to continue your unlimited access. Enrolling in a membership is optional, and if you elect to enroll, you can cancel your membership at any time.

    Membership costs only $9.99 per month, and your subscription will automatically renew each month unless you choose to discontinue your membership.

    • Unlimited Saved Billed at $9.99/mo
      • Invoices
      • Clients
      • Products
      • Services
      • Taxes
      • PDFs
    • Unlimited Access to 
      • Credit Card Payments
      • Venmo Links
      • Cash App links
    • Subscribe via 
      • Credit Card
      • PayPal
        • Customer service can see and support subscriptions
      • iOS In-App Purchase
      • Android In-App Purchase
        • Customer service cannot see and support subscriptions

     

    If you elect not to enroll in a membership after your registration period, or you elect to discontinue your membership after you've previously enrolled, you will have access to all of your account information with limited functionality. 

    As always, you have unlimited FREE access to send invoices from our main website at www.invoicemaker.com, though you will not have the ability to save any of your information, as you have not registered an account.

     

     

     

     

  • Why Can't I Log In?

    If you are having trouble logging into your Invoice Maker account, there are a number of possible reasons. We recommend troubleshooting to see if any of the following issues are occurring:

    • Incorrect email address entered
    • Incorrect password entered (case sensitive)
      • If you cannot remember your password, simply click Forgot Password? from the Login Screen
    • Previously created an account using a social login
      • Apple Sign In
      • Google Sign In
      • Facebook Sign In
        • If you originally created your account using one of these social logins, you will now be able to login directly with the associated login information from your social account. 
    • You previously did not create an account with Invoice Maker, even though you may have sent invoices in the past

    If troubleshooting the scenarios above does not grant you access to your Invoice Maker account, simply send an email to support@invoicemaker.com with the following information:

    • First Name / Last Name
    • Email Address used to create the account

    Our dedicated support staff will research the issue further and contact you back with instructions on how to resolve your login issue.

  • How Do I Reset My Password?

    You can change your password for security reasons or reset it if you forget it. Your Invoice Maker password is used to access your online dashboard which includes all of your invoice and client data, so it is important to keep it safe and update it periodically.

    To change your password:

    1. If logged in, click on your Name in the top right corner of your dashboard
    2. Click Logout
    3. From the Login Screen, click Forgot Password?
    4. Enter your Email Address that you signed up with
    5. Click Send Reset Instructions 
      • Instructions will be sent to your email to reset your password
    6. Follow prompts in your email from hello@invoicemaker.com
    7. Return to the Login Screen
    8. Enter your new password, and you will be taken to your dashboard using your new password credentials

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    To reset your password when not logged in:

    1. From the Login Screen, click Forgot Password?
    2. Enter your Email Address that you signed up with
    3. Click Send Reset Instructions 
      • Instructions will be sent to your email to reset your password
    4. Follow prompts in your email from hello@invoicemaker.com
    5. Return to the Login Screen
    6. Enter your new password, and you will be taken to your dashboard using your new password credentials

     

    To ensure delivery of your email instructions, check your Spam or Bulk Mail folders.

    **Choose a password that you haven’t already used with the account**

     

  • Definitions

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    There are various definitions that will apply to an Invoice Maker user's account. To better understand the status of your account, and the terms and actions that accompany that status, please see below:

     

    “Member” refers to any person who maintains an Invoice Maker (IM) account and utilizes the services while also agreeing to keep an updated paid status for continued services and therefore is considered an active member. 

    “Inactive Member” refers to any member who discontinues their membership. Inactive members will have access to, and the ability to, edit the work they created while being an active member but will not be able to create anything new. 

    “Guest” refers to any person who signs up for the 30-Day registration period who has not yet converted to an active membership.

    “Visitor” refers to anyone who uses our services that is not a “Guest” or a “Member” and has limited access to IM features and functionality. 

    “Registration Period” refers to the 30-day period of time that grants unlimited access to IM Membership to Guests. 

    “Subscription” refers to the state during which a Member subscribes and is granted full access to IM features and functionality by submitting billing information and payment. Membership will renew each billing cycle until the Member discontinues their membership, therefore, canceling their auto-payment. Subscribed member accounts will be referred to as a “Membership”

    “Membership” refers to subscribed member accounts. Membership and Subscription may be used interchangeably  

    “Discontinue Membership” refers to deactivating your membership, therefore, converting your status to an inactive member and canceling your recurring billing. An Active member can Discontinue their membership at any time. 

    “Renew Membership” refers to the state in which an inactive member opts in to reactivate their membership, therefore, restarting the recurring billing cycle. An inactive member can Renew their membership at any time.

     “Billing Cycle” or “Billing Period” refers to the periodic (monthly basis) and recurring (continuous, until discontinued) request for payment.

    “Support” refers to technical assistance provided to Guests and Members by IM Customer Support Agents. 

  • Do you offer an Invoice Maker App?

    Invoice Maker offers a simple solution for small business owners, contractors, freelancers, or individuals to send invoices and accept payments, even "on the go." Create, send or download unlimited invoices from your phone, tablet, or other smart devices.

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    We offer our application on the iOS and Android operating systems and can be found in the Apple Store as well as in the Google Play Store, respectively.

     

    Download Our Apps

    Invoice Maker - iOS App Invoice Maker - Android App

     

    Through our app, you will have access to all the same functionality as you would directly through our main desktop platform and can seamlessly log in to your account across your various devices.

    KEY FEATURES
    • Send, download or save unlimited invoices

    • Invoice for any product or service

    • Accept card payments with Stripe

    • Accept payments via Venmo and Cash App (Paypal and Square coming soon!)

    • Create and save unlimited clients

    • Create and save unlimited Items

    • Create and save unlimited Taxes

    • Create and save unlimited Discounts

    • Manage and track cash, check, or other payments

    • Send and download PDFs of your invoices

    • Customize your company logo on your invoice

    • Email Unlimited Invoices

    • Set custom invoice due dates or terms - due in 7 days, 30 days, etc.

     

     

See all 10 articles

Account Management

  • Creating an Account

    Though a profile is not required to send an invoice through Invoice Maker, you have the ability to save the invoice and all customer data by creating an account. By creating an account you will be able to easily track, update, and monitor all invoice transactions that you create.

                                             ✅ Save Invoices        ✅ Save Products

                                             ✅ Accept Payments  ✅ Send Estimates

                                             ✅ Save Clients           ✅ View Reports

    All you need is a valid email address and to create a password, and you will be able to access your Invoice Maker secure dashboard. You can also sign up using your social logins from Google and Facebook.

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    Sign up with Invoice Maker:

    1. Click on the Create Account tab at the top of your invoice screen
    2. Enter your Email Address
    3. Next, create a password (minimum of 6 characters)
    4. Confirm your password, and click Sign Up
    5. You’ll be taken to your Invoice Maker dashboard to complete your registration

    You will receive a confirmation email requiring you to verify your email address. Follow the prompts and you will be directed to register and set up your account.

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    While registering your account, you will be able to add the details for your business. Follow the prompts to input your company profile’s information.

    • Country (outside USA will be added soon)
    • Company Information
    • Location
    • Customization
    • Set up your account to Accept Payments (optional)

     

  • Account Setup

    Welcome to Invoice Maker! After registering your account and verifying your email address, you have the ability to personalize your company profile and settings. You will add your company details, preferred contact information, and even upload your company’s logo.

    Take it a step further to customize your invoices according to the format that fits your brand. You can update your default currency, set your preferred date format, and choose your invoice color.

    With Invoice Maker

    1. Go to the signup page here 
    2. Enter in your email address
    3. Next, create a password (minimum of 6 characters)
    4. Click on Login and you’ll be taken to your dashboard to complete your registration

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    After you’ve set up your account, you can always go back into your settings on your dashboard to make updates. From here, you can also upload a company logo, and change the theme of your invoices.

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  • Adding a Logo

    With Invoice Maker, you are able to upload your company's logo to display it on every invoice. This is not mandatory, but it does help to create continuity between invoices and help to build brand loyalty.

    From your dashboard:

    • Click on Settings
    • Click on Account
    • Click on Upload Logo
    • Click Save Changes

    You are able to drag-and-drop an image to upload, or browse your computer. 

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  • Forgot Password / Resetting Password

    You can change your password for security reasons or reset it if you accidentally forget it. Your Invoice Maker password is used to access your online dashboard which includes all of your invoice and client data, so it is important to keep it safe and update it periodically.

    To change your password:

    1. If logged in, click on your Name in the top right corner of your dashboard
    2. Click Logout
    3. From the Login Screen, click Forgot Password?
    4. Enter the Email Address that you signed up with
    5. Click Send Reset Instructions 
      • Instructions will be sent to your email to reset your password
    6. Follow prompts in your email from hello@invoicemaker.com
    7. Return to the Login Screen
    8. Enter your new password, and you will be taken to your dashboard using your new password credentials

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    To reset your password when not logged in:

    1. From the Login Screen, click Forgot Password?
    2. Enter the Email Address that you signed up with
    3. Click Send Reset Instructions 
      • Instructions will be sent to your email to reset your password
    4. Follow prompts in your email from hello@invoicemaker.com
    5. Return to the Login Screen
    6. Enter your new password, and you will be taken to your dashboard using your new password credentials

     

    To ensure delivery of your email instructions, check your Spam or Bulk Mail folders.

    **Choose a password that you haven’t already used with the account.



Invoices

  • Customizing Your Invoices

    When setting up your Invoice Maker account, you have the ability to customize the look of your invoices. You can select your default currency, date format, and invoice color scheme.

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    From your dashboard:

    • Click on Settings
    • Click on Invoice Customization
    • Choose your Default Currency from the dropdown
      • USD (more currencies may be added in the future)
    • Choose your Date Format from the dropdown
      • MM/DD/YY
      • DD/MM/YY
    • Choose your Invoice Color
    • Set your Default Invoice Notes
      • These notes will appear on every invoice you create.
    • Set your Default Terms
      • Next Day
      • 7 Days
      • 14 Days
      • 30 Days
      • 60 Days
      • 90 Days
      • 180 Days
      • 365 Days
    • Invoice Maker Branding Toggle (ON/OFF)

    Click Save Changes to save any updates made to the customization settings.

     

    **These settings can be updated at any time, but any changes made will appear only on invoices made after the settings have been saved. No previous invoices will reflect the changes made to the updated customization settings.

     

  • Making an Invoice

    From your Invoice Maker account dashboard, you are able to make personalized and customized invoices with ease. Once you create your account, you can create your first invoice upon log in.

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    To make an invoice, simply follow the prompts:

    1. Click on Make Invoice
    2. Add all Pertinent Data pertaining to the invoice 
    3. Select a client from the Bill To dropdown menu
    4. Enter the Item, Price, and Quantity of the products or services being invoiced
    5. To add multiple items, click New Item

    You are able to add an Item Description, set the Tax, and allocate a Discount per item (if applicable).

    Once you add the pertinent data to an invoice (client, product, taxes, discounts), that data will automatically save in your Invoice Maker dashboard for future use. You can find the saved data in the menu bar on the left-hand side of your dashboard.

    Once your invoice is complete, you can add notes through Options. You can also Save, Preview, Download, or Send your invoice.

     

  • Updating an Invoice

    Once you have created your invoice by adding all of the necessary information, you are able to update it in various ways. By utilizing the “Invoices” button on the left-hand side of your screen, you can view a complete list of your invoices. For each individual invoice you can:

    • Send 
    • Preview 
    • Download
    • Edit 
    • Duplicate 
    • Archive

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    **You will not be able to edit an invoice after it has been sent or downloaded. 

  • Saving an Invoice

    Auto Saving

    Saving an invoice without sending it to a client will save the invoice as a draft.

    Sending an invoice will automatically save the invoice as unpaid. Downloading an invoice will automatically save the invoice as unpaid.

     

    Status Dropdown

    Until a user saves their invoice, the status dropdown is hidden. Once saved, the status appears above the “Save” button.

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    Send/Download Autosave Alert (can no longer edit)

    If you attempt to download or send an invoice, the invoice will be “auto-saved”. If you utilize the auto-save feature, you will no longer be able to edit this particular invoice. You have the ability to set your preferences to “not show this alert again.”

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  • Sending an Invoice

    Once you have created your invoice, you are able to process it in various ways. By utilizing the options on the bottom of the invoice screen, you can:

    • Send  your invoice directly to a client
    • Copy a link of your invoice
    • Download your invoice
    • Preview your invoice
    • Save the invoice 
    • Delete your invoice (if in draft mode)

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    Invoices can also be sent from the Invoices tab if you’ve previously saved it as a draft but decided to send it later.

    To send from the Invoices Tab on the left-hand side of your dashboard:

    • First, select the invoice you’d like to send
    • Click the Arrow under the action options to send

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  • Invoice Status

    New Invoices

    No status is applied when a user makes a new invoice. If a user applies any status to an invoice before saving it, that will automatically trigger a save.

     

    Draft: If you save an invoice but it has not been sent to anyone. Invoice status moves to unpaid once the invoice is sent to someone.

    Unpaid: Once you send an invoice to someone, it is automatically categorized as unpaid. Changing an invoice status from unpaid to paid will be done manually unless you are processing payments through one of Invoice Maker’s 3rd party Payment Processors, then it will categorize automatically as unpaid until payment is made in full.

    Paid: You will mark the invoice as paid in the status dropdown menu manually if collecting payment directly. If you are processing payments through one of Invoice Maker’s 3rd Party Payment Processors, this status will categorize automatically as paid once payment is made in full, and the invoice reflects a $0.00 balance due.

    Refunded: If you refund a customer, you must manually update the status to refunded. Draft invoices cannot be refunded because they have not been sent. If you are processing payments through one of Invoice Maker’s 3rd Party Payment Processors, this status will update manually if you refund the payment through the Payment Processor.

    Void: An invoice that has already been sent to someone that needs to be canceled. You cannot delete an invoice that has already been sent to someone, so void would be your only option to keep the invoice in your records. Draft invoices cannot be voided, only deleted.

    Deleted: When you delete a draft invoice, the status is also deleted.



    Example Scenarios:

    Scenario 1:

    Joel creates an invoice to bill Invoice Maker for website design and immediately clicks on "send" to send the invoice. This invoice is automatically classified as unpaid until Ryan changes it.

    Scenario 2:

    Invoice Maker reached out to Joel because the invoice they received was short by 5 hours. Joel goes to his invoices page, clicks on the invoice, and marks it as void. Joel then creates a new invoice for the additional 5 hours, but this time he downloads the invoice instead of sending it so he can just email Invoice Maker the PDF. This new invoice is automatically marked as unpaid since the platform assumes that the download action is the same as sending an invoice.

    Scenario 3:

    Joel received payment from Invoice Maker for the new invoice he sent. Joel likes to keep track of his accounting, so he goes into the invoice and marks it as paid.

    Scenario 4:

    Joel creates a new invoice for a new client that contains 15 hours of design work. Joel is not ready to send the new client their invoice for another 5 days, so he just saves the invoice. This invoice becomes a draft. In 5 days, Joel realizes he needs to add 5 hours to this invoice. Joel navigates to his invoices page, finds the draft, clicks on "edit invoice", adds 5 hours, and sends the invoice. This invoice becomes unpaid.

See all 13 articles

Products

  • Creating a Service

    Not all invoices are created to collect money for products that have been sold. Like to get your hands dirty and offer a service to your customers? Invoice Maker makes it easier than ever to bill your customers for the service you provided them.

    Follow the simple steps to add a service:

    1. Log in to your Invoice Maker account
    2. Click Create
    3. Select Service from the drop-down menu
    4. Add your Service Name, Description, Rate, and the # of hours
    5. Click Save
    6. Add your service to the invoices necessary and start requesting your payments

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  • Creating a Product

    From your Invoice Maker account dashboard, you are able to create products with ease.

    To create a product, simply follow the prompts:

    • Click on Products on the left-hand side of your dashboard

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    • Click New Product

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    • Add all Pertinent Data pertaining to the new product
      • Product Name
      • Description (50 character limit)
        • This description will be listed on your invoices
      • Price
      • Taxes (if applicable)
        • You can add a new tax, or assign an existing tax to the new product

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    • Click Add

     

    You can also create a product directly from the Make Invoice screen.

    • Click on Select Product
    • Click Add New Product
    • Add all Pertinent Data pertaining to the new product
    • Click Add

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    Once the new product is created, you can add it to any future invoice. You have the ability to edit or delete a product from your Products Tab at any time.

    **Products that are edited will only reflect their new information on future invoices. Previous invoices that utilized the old product's information will not be updated.

     

    **It is the User's responsibility to verify any and all tax rates to be imposed prior to adding to any invoice.

     

  • Editing a Product

    From your Invoice Maker account dashboard, you are able to edit products with ease.

    To edit a product, simply follow the prompts:

    1. Click on Products
    2. Use the Search Bar to locate the product you wish to edit
    3. Click on the Edit Product “pencil” icon under Actions for the product you wish to make changes to
    4. Edit any Pertinent Data relating to the product
      1. Name
      2. Description
      3. Price
      4. Taxes (if applicable)
    5. Click Update

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    You have the ability to edit or delete a product from your Products Tab at any time.

    **Products that are edited will only reflect their new information on future invoices. Previous invoices that utilized the old product's information will not be updated.

     

    **It is the User's responsibility to verify any and all tax rates to be imposed prior to adding to any invoice.

  • Viewing Your Products

    From your Invoice Maker account dashboard, you are able to save and view all of your company's products in one place. This makes it easy to search all of your products and services in case you need to make updates or delete any that you no longer offer.

    From the Invoice Maker dashboard, simply click on Products to view your product list.

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    You have the ability to edit or delete a product from your Products Tab at any time.

    **Products that are edited will only reflect their new information on future invoices. Previous invoices that utilized the old product's information will not be updated.

  • Adding a Tax

    Have to collect taxes? From your Invoice Maker account dashboard, you are able to create a tax to add to your invoices. 

    Once you save a tax, it will be available to assign to any other invoices you create.

    To create a tax from your dashboard, simply follow the prompts:

    1. Log in to your Invoice Maker account
    2. Click on Create
    3. Click on the Tax tab from the drop-down menu
    4. Add your Tax Name and Tax Rate
    5. Click Save

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    You can either add a tax directly from your dashboard’s home screen or when creating a new product or invoice.

    From your Invoice Maker account dashboard, you are able to add a tax to your products. You can either add a tax when creating a new product or adding and saving it after the initial product was created. 

    Once you save a tax, it will be available to assign to any other products you create.

    To add a product tax to a product that’s already been created, simply follow the prompts:

    1. Click on Products
    2. Click on the Edit Product “pencil” icon for the product you wish to make changes to
    3. Click Add A Tax To This Product
      1. Click Add New Tax
      2. Input the Tax Percentage
      3. Add the Tax Name
    4. Click Update Product

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    You may create a tax for the current invoice, or save it for later use directly from the invoice screen. If you wish to save it for later, add using the instructions above but make sure you do not select it after saving it in your list of taxes.


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    You have the ability to update or delete your product taxes at any time. You are able to add multiple taxes to the same product, if applicable. Updates to the details of product taxes will only reflect on future invoices after the edits have been completed and saved. Changes to tax information will not update previous invoices created that include that tax.

     

    **It is the User's responsibility to verify any and all tax rates to be imposed prior to adding to any invoice.

     

     

Clients

  • Adding a Client

    With Invoice Maker, you are able to add and store all of your client data in your secure dashboard. By adding and saving your clients’ information, you will be able to invoice, communicate with, and monitor the payment activity for each of your clients with ease. 

    From your Invoice Maker dashboard, simply follow the prompts to add a client:

    1. Click on Clients
    2. Click New Client
    3. Enter the Client Details
    4. Click Add Client

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    You can also add a client while creating your invoice.

    From the Make Invoice page:

    1. Click the drop-down menu where it says Bill To
    2. Click Add New Client

    **You are able to add an existing client to the invoice being made, or simply add that client's information to your dashboard for later use.

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  • Editing a Client

    With Invoice Maker, you are able to add and store all of your client’s contact information in your secure dashboard. It is easy to update your client’s information if your main point of contact has changed, or for any other changes that may need to be made. 

     

    From your Invoice Maker dashboard, simply follow the prompts to edit or update a client’s data:

    Click on Clients

    1. Use the Search Bar to locate the client you need to edit
    2. Click on the Edit Client tool for your client
    3. Update the Client Details
    4. Click Update Client

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Payments

  • Payments Overview

    From your Invoice Maker account dashboard, you are able to manage your payments received outside the Invoice Maker system, and through our 3rd Party Payment Processors, e.g. Stripe.

     

    Manual Payments

    Definition: A manual payment is a cash, check or "other" payment that a business owner has received outside of the Invoice Maker system. The purpose is to track payments and balances when a payment has been received outside our system, either by cash, check, or "other", which could be anything such as a payment made by Paypal, cashApp, Venmo, etc.

    Manual Payment Requirements:

    Business Owner Input

    1. User has to manually input payment type and amount
    2. Payment Amount: required field
    3. Payment Date: required field. The payment date defaults to the current date it is updated
    4. Payment Method: Cash, Check, Other (required field)
    5. Internal Payment Note: plain text field for whatever the user wants (e.g. check number, specify "other" method (not required field). "Internal Payment Note" lets the user know only they will see the note

    Invoice

    1. Invoice Total: Total before any payments. This is always displayed as "Invoice Total"
    2. Paid to Date: The amount currently paid to date, displayed as "Paid to Date"
    3. Balance Due: Invoice total - Paid to date, displayed as "Balance Due"

    Status

    1. An invoice remains Unpaid until the balance is paid-in-full, and there is a $0.00 balance due
    2. Refund is used for invoices that have the entire balance refunded
    3. Partially Refunded is used when a partial payment is refunded

    Partial Payments

    Definition: any payment amount entered against a balance due that is less than the total amount due

    Requirements:

    1. Recipient will always be presented with a payment screen that is auto-filled with the total amount due to the entire invoice
    2. Recipient will always be able to enter a lower amount
    • cash - amount
    • check - amount - check #
    • other - note field (Venmo, cashApp, Paypal, etc.)
    • collect deposit
    • collect partial payment
    • refund deposits and partial payments

    Deposits: default amount on the first payment is only the deposit amount

    Refund: If a refund is not for the total amount, the status = partially refunded. If a refund is for the full amount, status = refunded

     

  • Verify Your Account to Accept Credit Card Payments

    When growing your business, there is nothing more important than being able to reach and accommodate your clients across all channels. That is especially true for accepting payments, as well. 78% of all customers pay their invoices using a credit card and spend 12-18% more when paying by credit card.

    Invoice Maker offers you the opportunity to collect credit card payments directly through our platform. 

    Though you can still have an account and send invoices without collecting payments through Invoice Maker, linking your account to a Third-Party Processing Service Provider is a beneficial tool that takes all the legwork out of getting paid. Just send your invoice, sit back, and collect your payment without lifting a finger.

    Steps to accept credit card payments:

    1. Create your Invoice Maker account
    2. Verify your account
    3. Connect it to our 3rd Party Payment Processing Service Provider, Stripe

    To verify your account to accept payments, follow the prompts below:

    1. Click on the banner at the top of your dashboard where it says Verify Your AccountVerify_Your_Account_Banner.png
    2. Select Merchant, Stripe, and click Next
    3. Gather information needed to connect your account Gather_Information_Stripe.png
    4. Click Connect with Stripe  Connect_with_Stripe_GIF.gif
    5. Follow the prompts to continue setting up with Stripe Get_started_with_Stripe.png
    6. Secure account. Make sure to copy and store your emergency backup code, once Stripe issues you one Secure_Emergency_Code_-_Stripe.png
    7. Add all pertinent Business and Personal Details
    8. Add your Preferred Bank Account (where you'd like your payments to be sent once paid via credit card)
    9. Add your Driver's License information or other Government-Issued Identification for verification
    10. Submit and you're all done! Start collecting payments as soon as you send your invoices through Invoice Maker!!

     

    All personal information entered into the Third-Party Processor, Stripe's, platform is 100% secure. Invoice Maker does not have access to any financial or personal information entered through Stripe. All payments facilitated through Invoice Maker's platform are processed externally by the Third-Party Processor directly, and any disputes regarding Third-Party platform payments or fees must be directed to the Third-Party platform itself and will not be responded to through Invoice Maker. To read more about how your data is secure and how your information is used through Stripe, you can review their Privacy Policy HERE.

  • How to Accept Payment via Venmo

    When growing your business, there is nothing more important than being able to reach and accommodate your clients across all channels. That is especially true for accepting payments. 

    Invoice Maker offers you the opportunity to collect payments directly through Venmo. 

    Though you can still have an account and send invoices without collecting payments through Invoice Maker, linking your account to a Third-Party Processing Service Provider is a beneficial tool that takes all the legwork out of getting paid. Just send your invoice, sit back, and collect your payment without lifting a finger.

    Steps to accept Venmo payments:

    1. From your Invoice Maker dashboard, click on the Menu Bar and then click Settings
    2. Click on Payment Methods
    3. Follow the instructions to export your code image from Venmo on your desktop or mobile device
    4. Once you have your saved code image, click on Connect and Upload your code image
      • Invoice Maker will automatically verify that your code image is valid
    5. That's it. You're done! You can start sending invoices via Invoice Maker and receiving payments directly to your Venmo account.  

     

    Venmo_Set_Up_Process_Step_1_2_GIF.gif

    **Please note that as Venmo payments will be made externally, you will have to manually update the payment status of your invoice once you are paid. To read more on how to manually add your payment to update the invoice status, click HERE.**

     

    All personal information entered into the Third-Party Processor, Venmo, is 100% secure. Invoice Maker does not have access to any financial or personal information entered through Venmo. All payments facilitated through Invoice Maker's platform are processed externally by the Third-Party Processor directly, and any disputes regarding Third-Party platform payments or fees must be directed to the Third-Party platform itself and will not be responded to through Invoice Maker. To read more about how your data is secure and how your information is used through Venmo, you can review their Privacy Policy HERE.

  • How To Accept Payment via Cash App

    When growing your business, there is nothing more important than being able to reach and accommodate your clients across all channels. That is especially true for accepting payments. 

    Invoice Maker offers you the opportunity to collect payments directly through Cash App. 

    Though you can still have an account and send invoices without collecting payments through Invoice Maker, linking your account to a Third-Party Processing Service Provider is a beneficial tool that takes all the legwork out of getting paid. Just send your invoice, sit back, and collect your payment without lifting a finger.

    Steps to accept Cash App payments:

    1. From your Invoice Maker dashboard, click on the Menu Bar and then click Settings
    2. Click on Payment Methods
    3. Follow the instructions to export your code image from Cash App on your desktop or mobile device
    4. Once you have your saved code image, click on Connect and Upload your code image
      • Invoice Maker will automatically verify that your code image is valid
    5. That's it. You're done! You can start sending invoices via Invoice Maker and receiving payments directly to your Venmo account.  

    How_to_Add_Cash_App_1.gif

     

    **Please note that as Cash App payments will be made externally, you will have to manually update the payment status of your invoice once you are paid. To read more on how to manually add your payment to update the invoice status, click HERE.**

     

    All personal information entered into the Third-Party Processor, Cash App, is 100% secure. Invoice Maker does not have access to any financial or personal information entered through Cash App. All payments facilitated through Invoice Maker's platform are processed externally by the Third-Party Processor directly, and any disputes regarding Third-Party platform payments or fees must be directed to the Third-Party platform itself and will not be responded to through Invoice Maker. To read more about how your data is secure and how your information is used through Cash App, you can review their Privacy Policy HERE.

  • Manually Adding a Payment

    You can manually add a payment to an invoice that your customer has paid you outside of the Invoice Maker app.

    You would manually add a payment if accepting payment via:

    • Cash
    • Check
    • Venmo
    • Cash App
    • Square (Coming Soon)
    • Paypal (Coming Soon)
    • Other 

    To Add a Payment, simply follow these steps:

    1. Log in to your account
    2. Click on the designated unpaid invoice that you received a payment for
    3. Click on Add Payment next to the invoice
    4. Click the appropriate payment method from the drop-down menu
    5. Enter any Internal Payment Notes
    6. Click Add Payment

    Manually_Adding_Payment_latest.gif

     

    Always remember that Invoice Maker makes it easier than ever to accept credit card payments directly through our app. If accepting credit card payments through Invoice Maker, the invoice status will automatically update, and you will not need to manually add your payment. To read more on how to verify your account to accept payments, click HERE.

  • Manually Adding a Cash App Payment

    As Cash App payments will be made externally, you will have to manually update the payment status of your invoice once you are paid.

    After a customer pays you via Cash App, you will receive a separate email directly from Cash App letting you know the payment has been made. 

    To Add your Cash App Payment, simply follow these steps:

    1. Log in to your account
    2. Click on the designated unpaid invoice that you received a payment for
    3. Click on Add Payment next to the invoice
    4. Click the appropriate payment method from the drop-down menu
    5. Enter any Internal Payment Notes
    6. Click Add Payment
    7. Select Cash App
    8. Add any Internal Payment Notes
    9. Click Add Payment

    Manually_updating_Payment_via_Cash_App.gif

    Once you manually update your payment, the balance due will reflect $0.00, and the invoice status will update to PAID. Your payment history will be located below the invoice when viewing in your dashboard.

     

    Cash_App_Status_Update.png

    If you ever wish to disconnect Cash App as a payment option in the future, you are able to do so under your Payment Options from the Settings menu.

     

    Always remember that Invoice Maker makes it easier than ever to accept credit card payments directly through our app. If accepting credit card payments through Invoice Maker, the invoice status will automatically update, and you will not need to manually add your payment. To read more on how to verify your account to accept payments, click HERE.

     

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