Knowledge Base

Once registered, you have the ability to change your Invoice Maker account's email at any time. Please note that you will not have a registered account unless you create one with a valid email address originally.

To change your account's email address, follow these simple steps:

1. Log into your Invoice Maker account with your username and password.

2. Click on the Settings tab.

3. Click on the Account tab.

4. Scroll down and select Change Account Email.

5. Add your New Email Address.

6. Confirm your new email address.

7. Enter your Current Password.

8. Click Change Email.

Upon updating your email address, you will now utilize the new email for all future login attempts.

Once registered, you have the ability to change your Invoice Maker account's password at any time. Please note that you will not have a registered account unless you create one with a valid email address.

To change your account's password, follow these simple steps:

1. Log into your Invoice Maker account with your username and password.

2. Click on the Settings tab.

3. Click on the Account tab.

4. Scroll down and select Change Account Password.

5. A Confirmation Email will be sent to the email address on file.

6. Follow the instructions in your Password Reset Request email.

Upon updating your password, you will now utilize the new password on all future login attempts.

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**

Once registered, you have the ability to delete your Invoice Maker account at any time. Please note that you will not have a registered account unless you create one with a valid email address.

To delete your account, follow these simple steps:

1. Log into your Invoice Maker account with your username and password.

2. Click on the Settings tab.

3. Click on the Account tab.

4. Scroll down and select Delete My Account.

5. Confirm via the pop-up that you wish to pursue the deletion.

*Please note that if you have an active membership and pursue the deletion process, your subscription will be canceled immediately. Any unused time within your billing period will not be returned, and all data will be permanently deleted. 

*You will not be able to register a new Invoice Maker account under the same email address if your previous account was deleted.

From your Invoice Maker account dashboard, you are able to make receipts with ease once you've been paid by your customer. After creating your account, you can create your first receipt upon login.

To make a receipt, simply follow the prompts:

1. Click on Create
2. Select Receipt
3. Add all Pertinent Data pertaining to the invoice 
4. Select a client from the Bill To dropdown menu
5. Click Add Payment
6. Enter the PAYMENT METHOD 
7. Send or Download the receipt for your customer or for your records

You can find your saved receipts in the menu bar on the left-hand side of your dashboard.

Once your receipt is complete, you can Save, Preview, Download, or Send it.

Once sent to your customer, they will have an electronic record of the payment they made to you, and they also have the ability to download the receipt as a hard copy for their records.

Please note that a receipt is different than a PAID invoice. Currently, a receipt will not be automatically generated after an invoice has been marked as PAID. A separate receipt must be made if requested by your customer. 

From your Invoice Maker account dashboard, you are able to make personalized and customized estimates with ease. Once you create your account, you can create your first estimate upon login.

To make an estimate, simply follow the prompts:

1. Click on Create
2. Select Estimate
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 estimate (client, product, taxes, discounts), that data will automatically save in your Invoice Maker dashboard. You can use this saved data for creating the supplemental invoice after the estimate has been approved. You can find the saved data in the menu bar on the left-hand side of your dashboard.

Once your estimate is complete, you can Save, Preview, Download, or Send it.

Once sent to your customer, they will have the opportunity to review and Approve or Deny the estimate. They also have the ability to download the estimate for their records.

If they Approve, they will have the option to electronically sign, or type their signature for approval. 

Once approved, the estimate status will update from Unapproved to Approved in your Invoice Maker dashboard automatically.

You also have the ability to manually update the approval status of each invoice through your dashboard.  

As with your invoices, clients, and items, you can view all of your Estimates to the left of your Invoice Maker dashboard. 

Please note that an estimate is different than an invoice. An invoice will not be automatically generated after an estimate has been approved by your customer. A separate invoice must be created upon approval of the estimated terms. You do have the ability to copy an approved estimate directly to an invoice. Find out how HERE.

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 active members but will not be able to create anything new. 

“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. 

“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. 

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.

From your Invoice Maker account dashboard, you can make personalized and customized estimates with ease. Once you create your account, you can create your first estimate upon login.

To make an estimate, simply follow the prompts:

1. Click on Create
2. Select Estimate
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 estimate (client, product, taxes, discounts), that data will automatically save in your Invoice Maker dashboard. You can use this saved data to create the supplemental invoice after the estimate has been approved. You can find the saved data in the menu bar on the left-hand side of your dashboard.

Once your estimate is complete, you can Save, Preview, Download, or Send it.

Once sent to your customer, they will have the opportunity to review and Approve or Deny the estimate. They also have the ability to download the estimate for their records.

If they Approve, they will have the option to electronically sign, or type their signature for approval. 

Once approved, the estimate status will update from Unapproved to Approved in your Invoice Maker dashboard automatically.

You also have the ability to manually update the approval status of each invoice through your dashboard.  

Once an estimate is marked as "Approved" you are able to convert that estimate directly into an invoice manually. 

To convert an estimate directly into an invoice, simply follow the prompts:

1. Click on the Approved Estimate
2. Select Copy to Invoice
3. Confirm that you do want to copy the estimate to an invoice on the pop-up
4. The new Invoice will be created with all information from the approved estimate

Once your estimate has been copied to an invoice, you can Save, Preview, Download, Share the Link, or Send it.

*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.

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 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.

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.

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. 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!!**

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. 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.  

**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.

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.  

**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.

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

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.

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

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.

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.