# Invoices

### Overview

Go to **CAS** --> **Transactions** --> **Invoices**

Invoice and Recurring Billing is a feature provided by retailcloud for managing invoices and automating recurring billing. It allows businesses to 

* Create Standalone invoices
* Create Invoices from the Store Credit Accounts
* Send Email Invoices
* Send Email Invoices with Paylink
* Create Recurring Invoices & Subscriptions
* Card of File & Digital Wallet

![](https://1065618780-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LlIO4qyICYYVdwt64xd%2F-Lx0PBO-96fDgvRjc6f4%2F-Lx0Q-k85qJ2Kfqm9fUD%2F2019-12-26%2014_26_06-InvenTrak%E2%84%A2%20CAS.png?alt=media\&token=60a09b82-7cf0-4074-be40-c8dcf0b8b69a)

### Create Invoice

To create an Invoice follow the steps below:

1. Go to **Transactions** → **Invoices** → **Invoices**
2. Click on “**+ Create Invoice**” to create a new invoice.

![](https://lh3.googleusercontent.com/Fbcthtz_ZUyufZvFd3lytd_AnOIG2xNuQP_6MuACqI8saokk9Ymd_p-LHrefh_hD1ss_r8BNydRX5mzMOGU8nqOwHjiRgtVru5g27WW4OWr1gMbxAMtx0q7Gliuk96aj6xhZWleF)

![](https://lh3.googleusercontent.com/HObIYAFTydT67mOOmWcsqZgbJMwvOotJYgzXh5_50Lnix-WwIfTW9GbKMK14exMsu_ZUuXWkbt2ZZxIhqyJKWIIkDDhBuEp3FaPaKCo0Hl4Yk3YoEuwLINhSfNeqEVBX_w5a8AFw)

**Invoice Number** : Enter the invoice number

**Invoice Name** : Enter the invoice name

**Invoice Summary** : Enter the invoice summary

**Customer** : Enter the Customer or select from the dropdown. The customer details will be auto populated.

**Invoice date** : Enter the invoice date.(M)

**Invoice Due date** : Enter the invoice due date. (M)

**Terms** : Enter the terms.This field gets auto populated with default values. (NM)

**SKU** : Select item from the dropdown.(M)

**Description, Price & Quantity** fields will be auto populated and can be modified. Price & Quantity are mandatory.

**Discount:** Only % discount are allowed on invoice.(NM)

**Tax**: Choose the tax from the dropdown (NM)

1. Click on ‘**+ Add New Item**’ to add more items.
2. Select the Discount & Tax from dropdown box.

![](https://lh6.googleusercontent.com/e-MyEWs0y8ioSNgHP4wr--6UfO31EHqGGaDmPBhdK2Juuq0DhZNJE0VglOg1oyR8TQOTpxwpk41DuI2AHgJHbjJ4pr8lwJoTjTCErL3kKHRk2-OQJfiTpAc2b6czH89H01hbgK7_)

**Private Notes** : Enter any private notes to be added. This section will not appear on the invoice.

**Notes** : Enter any private notes to be added. This section will auto populate with default values.

**Footer** : Enter footer to be added. This section will auto populate with default values.

1. Click ‘Save’.
2.  Select from any of the three options available :

**Save** : Save the invoice

**Save & Send Email** : Save the invoice and send it to the customers email id, (This option can be selected if you wish to send an invoice without email)

**Save & Send Email (With Pay Link)** : Save the invoice and send it with the payment link  to the customers email id.\ <br>

![](https://lh4.googleusercontent.com/BB2JUq7oyChwrf-WhKfG739njmoVpcyv4BM2K8VWZpPsL2AQKBl6PdTh8uFh_F2DcSWcQ6myCGFvDZ5D3LKhydiumfKllfpCzjzSe4Y-XEE4M4ZlCZlu8u9hdkQNGb35E98dkB30)

* Click on “View Invoice” to view the invoice you created.
* Click on “Download” to download invoice as a pdf file.
* Click on “Show Invoices” to view invoice list.
* Click on “Create New” to create a new Invoice.

{% hint style="info" %}
**Note:** Each invoice will be recorded as a pos transaction if the invoice is not generated from existing store credit transactions. Invoice payments will be shown on the reports as pos transaction.
{% endhint %}

### **View Invoices**&#x20;

Select Customer, Invoice & Status. Click Search to find the invoice from the Invoice List. Click on the 3 dots provided to select the options from :

* View Invoice
* Send Invoice Email ( With Pay Link)
* Reload Payment Status (To check the online payment status)
* Download Invoice
* Mark Invoice as Paid

![](https://lh6.googleusercontent.com/ifKQUwRxVIzt6fZhSWjfK-t4PGJVRF35zt3DndaBhYA5gkwCEnGXSiFgNuOGVaWjWiENvOlJ3QAhfXBIakPDM9JQqcBOHzKVLofvlYi2I25W8EwFwpH1yUkCn71vgjQlbrWL817B)

### **Sample Invoice** <br>

![](https://lh3.googleusercontent.com/j0gRcOiceDV1xR4dLVKOSOtcQgrqMzceHL3qSIGo9gyEVqqDqVG42qird60ymM_Dft4MQHWytGuMtBcrwapW3dnOMHV49UsR2P3qJ9JhRrrPrDTs7KsZQK2SQ-0ux2xNiLH6H9CV)

{% hint style="success" %}

### [**Check how to Setup Invoice & Recurring Billing**](https://app.gitbook.com/@retailcloud/s/payments/invoicing/invoice-intro)&#x20;

{% endhint %}