Getting Started with Invoicing

Enable Invoicing

Invoicing architecture is available for new sites. Existing Statement architecture sites can be converted to Invoicing architecture by contacting your Customer Success Manager.

If you are migrating to Invoicing architecture, we recommend doing extensive testing beforehand to ensure you understand how your billing flows and customer communication behave. Even though most of the APIs are compatible and much doesn't change between the two architectures, enough does change that you will want to ensure you understand all of the implications before going live.

If you are creating a new Invoicing architecture site, feel free to get started by configuring your site.

Configure Your Site

Once you have created an Invoicing-based site, you should begin configuring your site. The easiest way to configure your site is to follow the Setup Guide and go-live.

Review Your Invoice Settings

Your next task is to review your invoice settings (via Settings -> Invoices) to configure how you want your invoices to look and act.

We recommend the following first steps:

  1. Upload a logo to display on your invoices
  2. Pick your default collection method, automatic or remittance. Automatic collection attempts to collect automatically from the card on file (or ACH, if enabled), whereas remittance collection prompts the customer for payment, which get recorded against the invoice by a human
  3. Turn on invoice emails for both automatic and remittance collection
  4. Customize your email templates for emails that are sent when invoices are issued
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