Knowledge Base

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.

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.

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.

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. 

Upon accessing our Invoice Maker application, you will have access to utilize (1) FREE invoice.

If you register an account by entering your email address, you will automatically be enrolled into our FREE plan. The FREE plan will grant you access to process one (1) invoice per month.

There is no commitment or billing information required to become a member of our FREE plan.

If you'd like to gain access to additional invoices beyond the designated one (1) invoice per month, you will be prompted to enter billing information to upgrade your account. Upgrading your membership plan is optional.

If you elect to upgrade to one of our paid membership plans, you can cancel at any time, though you will still have access to the end of that billing period.

We have three separate membership-based plans, each of which is tailored based on your intended use.

FREE Plan

• $0.00/month
  • One (1) invoice per month
  • Able to upgrade at any time
  • Manually renew each month

LITE Plan

• $2.99/month -or- $29.99/year
  • Three (3) invoices per month
  • Able to upgrade at any time
  • Able to downgrade at the end of the billing cycle
• Access to 
  • Credit Card Payments
  • Zelle Payments
  • Square Payments
  • Venmo Links
  • Cash App links

PLUS Plan (most popular)

• $9.99/month -or- $99.99/year
• Unlimited invoices per month
• Able to downgrade at the end of the billing cycle
• Unlimited Saved 
  • Invoices
  • Clients
  • Products
  • Services
  • Taxes
  • PDFs
• Unlimited Access to 
  • Credit Card Payments
  • Zelle Payments
  • Square Payments
  • Venmo Links
  • Cash App links
• Subscribe via 
  • Credit Card
  • PayPal
  • iOS In-App Purchase
  • Android In-App Purchase
    • Customer service cannot see and support subscription actions when registering through the app store

Membership cost varies based on the plan you select, and whether you choose to pay Monthly or Annually. For the Lite and Plus membership plans, your subscription will automatically renew each month (or year) unless you choose to cancel your membership. If enrolled in the FREE Plan, you will have to renew your free membership after the initial month's duration has expired.

Once you've canceled your subscription, you will have full access to your account until the end of the active billing cycle. Following the cancelation at period end, the subscription will not renew. The account will not be billed again, though you will still have access to all of your account information with limited functionality. For more information on how to cancel your subscription, click HERE.

As always, you have the ability to reactivate a membership plan if you ever need our services in the future.

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.

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

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.

Once a paid Membership Plan is activated by the user, the subscription will automatically renew at the end of each billing cycle until canceled.

Membership plan cancelations must be made by the user directly through their Invoice Maker dashboard under the 'Subscription' tab. All cancelations will be processed, though the user will have access through the end of the current billing cycle.

To cancel your subscription, follow these simple steps:

1. Log in to your Invoice Maker account with your username and password.

2. Click on the "Subscriptions" tab. 

3. Under your active Membership Plan, click on "Cancel Subscription."

Invoice Maker members can cancel at any time and will retain full functionality throughout the remainder of the current billing period. Once a subscription is canceled and the billing period has ended, the subscription will not renew, and the account will not be billed again.

Previously subscribed Members have the ability to reactivate a subscription at any time under the "Subscriptions" tab.

Lite and Plus Plans may be refunded at Invoice Maker's sole discretion and will be considered on a case-by-case basis. Annual plans are not eligible for a refund after 30 calendar days from activation (calendar days include all weekends and holidays). Refund requests may be submitted for consideration via a support request.

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.

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

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.

• Add hello@invoicemaker.com to your address book

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

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.

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 
• Company Information
• Location
• Customization
• Set up your account to Accept Payments (optional)

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

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.

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. 

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

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.

• Add hello@invoicemaker.com to your address book

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

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.

From your dashboard:

• Click on Settings
• Click on Document Defaults
• Choose your Invoice Color
• Set your Default Invoice/Estimate Terms
  • Next Day
  • 7 Days
  • 14 Days
  • 30 Days
  • 60 Days
  • 90 Days
  • 180 Days
  • 365 Days
• Set your Default Invoice/Estimate/Receipt Notes
  • These notes will appear on every invoice/estimate/receipt you create.
• Invoice Maker Branding Toggle (ON/OFF)
• PDF Status Stamps 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.

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 login.

To make an invoice, simply follow the prompts:

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

*Please note that you will not be able to edit your invoice after downloading or sending it per "good accounting practices." You always have the ability to edit an invoice in its DRAFT state.

When creating a new invoice, or editing an invoice still in its “DRAFT” state, you have the ability to add a customizable Invoice Number.

You will find this customizable field on the top left corner of the “Create Invoice” screen. If you elect to personalize your invoice number, it will be in effect for that particular invoice only. 

If you choose not to customize your invoice number, it will default to the next available automated invoice number based on the number of invoices in your account (ex: INV001, INV002, etc.)

Please note:

• Your customizable Invoice Number can be a maximum of 10 digits.
  • It can include a dash (-), but no other special characters.
• You do not have to add a personalized invoice number to every (or any) invoice.
• If you download or send your invoice, you will not be able to update your customized invoice number.

From your Invoice Maker account dashboard, you are able to add a discount to your invoice. Once you create a discount, you have the option to apply it to the current invoice only or add it to your Discounts to make the discount available to any future invoices created.

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

1. Log in to your Invoice Maker account
2. Click on Create
3. Click on the Discount tab from the drop-down menu
4. Add your Discount Name and Discount Rate. You can save it as a flat rate or a percentage.
5. Click Save

To add a discount to an invoice, simply follow the prompts:

1. Click on Make Invoice
2. Add a Product to your invoice
3. Click on the + Discount dropdown button next to the Product Description
   • From here, you can search and select a previously created discount, or create a new one (for the current invoice only)
4.  

You have the ability to edit or delete your discounts at any time under the Items > Discounts tab in your Invoice Maker dashboard. You are able to add multiple discounts to the same product, if applicable. Updates to discounts will only reflect on invoices made after the edits have been completed and saved. Changes to discount parameters will not update previous invoices that include that discount.

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

• View 
• Send 
• Download
• Edit (if in the "Draft" state)
• Duplicate 

**You only have the ability to edit an invoice while it is in its "Draft" state to maintain good accounting practices. You will not be able to edit an invoice after it has been sent or downloaded. 

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.

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.”

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

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

To create a product, simply follow the prompts:

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

• Click Products
• Click New Product

• Add all Pertinent Data pertaining to the new product
  • Product Name
  • Description (50 character limit)
    • This description will be listed on your invoices
  • Price
  • Quantity (may set a default quantity)

• Click Save

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.

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

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.

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.

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.

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 Tax from the drop-down menu
4. Add your Tax Name and Tax Rate
5. Click Save

To add a tax directly to an invoice, simply follow the prompts:

1. Click on Make Invoice
2. Add a Product to your invoice
3. Click on the + Tax dropdown button next to the Product Description
   • From here, you can search and select a previously created tax, or create a new one (for the current invoice only)

You have the ability to update or delete your taxes at any time under the Items > Taxes tab in your Invoice Maker dashboard. You are able to add multiple taxes to the same product, if applicable. Updates made to your saved taxes will only reflect on future invoices after the edits have been completed and saved. Changes to tax parameters will not update previous invoices created that include that tax.

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

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

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.

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

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

When growing your business, there is nothing more important than being able to accommodate your clients. Offering easy payment methods in fewer steps means less hassle for your clients and a quicker road to cash in your hand.

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

You can still have an account and send invoices without collecting Square payments, but linking your Invoice Maker account to Square takes all the legwork out of getting paid. Just send your invoice, sit back, and collect your payment without lifting a finger.

You can accept Square payments via: 

• Credit Cards
• Digital Wallets
• ACH Wire Transfer

Steps to accept Square payments:

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

To accept Square payments, follow the prompts below:

1. Navigate to Settings. Select Payment Methods
2. Select Square. Click Connect with Square

     3. Sign up for a Square account, or sign in to an existing account.

4. Add all pertinent Business and Personal Details

5. Add your Preferred Bank Account (where you'd like your payments to be sent once paid via Square)

6. Add your Driver's License information or other Government-Issued Identification for verification

7. 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, Square's platform is 100% secure. Invoice Maker does not have access to any financial or personal information entered through Square. 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 Square, you can review their Privacy Policy HERE.

When growing your business, there is nothing more important than being able to accommodate your clients. Offering easy payment methods in fewer steps means less hassle for your clients and a quicker road to cash in your hand. Now, 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. 

You can still have an account and send invoices without collecting credit card payments, but linking your Invoice Maker account to Stripe 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 accept credit card payments, follow the prompts below:

1. Navigate to Settings. Select Payment Methods
2. Select Stripe. Click Connect with Stripe

     3. Create a Stripe account, or sign in to an existing account.

4. Add all pertinent Business and Personal Details

5. Add your Preferred Bank Account (where you'd like your payments to be sent once paid via credit card)

6. Add your Driver's License information or other Government-Issued Identification for verification

7. Submit and you're all done! Start collecting payments as soon as you send your invoices through Invoice Maker!!**

Invoice Maker makes it easier than ever to accept Square payments directly through our app, as well. If accepting credit card or Square payments through Invoice Maker, the invoice status will automatically update, and you will not need to manually add your payment.

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.

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. Click Connect to Venmo
4. Follow the instructions to export your code image from Venmo on your desktop or mobile device
5. Once you have your saved code image, click on Click to upload your code image
   • Invoice Maker will automatically verify that your code image is valid
6. That's it. You're done! You can start sending invoices via Invoice Maker and receiving payments directly to your Venmo account.  

**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.**

Invoice Maker makes it easier than ever to accept credit card payments and Square payments directly through our app. If accepting credit card or Square payments through Invoice Maker, the invoice status will automatically update, and you will not need to manually add your payment.

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.

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. Click Connect with Cash App
4. Follow the instructions to export your code image from Cash App on your desktop or mobile device
5. 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
   • Click Next
6. That's it. You're done! You can start sending invoices via Invoice Maker and receiving payments directly to your Venmo account.  

**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.**

Invoice Maker makes it easier than ever to accept credit card payments and Square payments directly through our app. If accepting credit card or Square payments through Invoice Maker, the invoice status will automatically update, and you will not need to manually add your payment.

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.

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 Zelle. 

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 Zelle 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 Zelle on your desktop or mobile device
4. Once you have your saved code image, click on Click to Upload your code image
   • Invoice Maker will automatically verify that your code image is valid
5. Click Next. That's it. You're done! You can start sending invoices via Invoice Maker and receiving payments directly to your linked Zelle bank account.  

**Please note that as Zelle 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, Zelle, is 100% secure. Invoice Maker does not have access to any financial or personal information entered through Zelle. 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 Zelle, you can review their Privacy Policy HERE.