Announcing: Invoicing Feature
We have a new invoicing feature that will replace our current invoicing flow. As you may already know, you could invoice a user/family by going to a particular order and then using the ‘take a payment’ tool. This option will no longer be available. You will now find the ‘Invoicing’ icon on your admin dashboard panel. All invoicing needs will now be handled with this new feature. Below you will find general instructions on how to use this tool.
Step 1: Click on the invoicing icon located on your dashboard panel
Step 2: Click on the plus (+) sign on the top right hand side
Step 3: Search for a family profile by typing in the associated email and click search. Once the result is displayed you will go over to the ‘Actions’ column and click on ‘Invoice’
Step 4: After you click invoice you will see a list of all orders under the selected family profile. As shown on the example below, you will be able to click on the check box linked to a unique confirmation number, finally you can click on the check box for any particular order under that confirmation number, then click ‘Continue’.
Step 5: Now that you have selected the order(s), you will get the below screen. At this point you will complete several details to create the invoice. Items you will fill out are:
- Invoice number
- Due date
- Add a carbon copy (CC) email address
- Note to recipient
- Memo to self
Step 6: Once this is all completed, click on the ‘Continue’ button to proceed. You will then view the invoice ready to go, check all information and click on ‘Submit’ button to finalize.
Step 7: Now that the invoice is submitted, you can go back and check status. To do this you click on the Invoicing icon on your main dashboard panel. Notice on the below example that this invoice shows as unpaid under the ‘Status’ column. You will be able to search for invoices by Status (all, paid, unpaid and past due), Recipient (profile email), or Invoice number.
If you have any questions please feel free to contact our support team at firstname.lastname@example.org.
To your success,
The Jumbula Team